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Advisor for Women™ Certificate Holder

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Why Choose Willow?

A personalized approach

We match you with a financial advisor who is deeply attuned to your individual needs and goals

Vetted advisors

Our advisors have specialized knowledge on the factors impacting women’s wealth

Proven success

We have a track record of helping women find financial empowerment in all of life’s stages

Getting Matched with an Advisor is as Easy as 1-2-3

  • Help Us "Get" You

Answer a few questions to help us understand your financial goals, life journey and passions.

  • Get Matched

We match you with an advisor who understands your goals, aligns with your interests and personality.

  • Get Connected

Start building a personal connection with your advisor rooted in shared values and a tailored strategy for meeting your goals.

Get Matched

All Willow advisors are vetted and must go through our Advisor for Women™ Certificate Program or Advisor for NextGen™ Certificate Program.

What Our Clients Say

“I love how Willow makes managing my finances more accessible and human. The entry point is with a normal person sharing their story and giving advice relevant to me and my life, instead of a bunch of wall street executives who I can’t relate to.”
Amanda, 50
“Willow is helping me navigate the complexities that come with my family’s wealth, and set my children up for success - both financially and emotionally.”
Doug, 39
John’s straight-forward yet thoughtful manner made me feel at ease talking about what could be thorny topics, and Willow's proven approach toward financial wellness gave me a clarity, confidence, and new commitment to tackling my finances.”
Sam, 33
“I wanted to take a moment to say thank you! I recently completed my second meeting with Candice and I, for the first time in my adult life, feel financially empowered.”
Karen, 47
“I love this - Megan is so helpful!!! I only wish I’d had this during my divorce.”
Nicole, 30
"My husband passed away and left me with a complicated financial situation. Willow helped me to navigate this emotional and stressful transition.”
Susan, 60
“I am so happy I found a group of outstanding and supportive professionals and real people. I am ready to step into this roll of financial knowing.........I have been living unaware and not living up to my full potential the financial peace is vital in order for me to be on point.”
Juanita, 27
“Willow helped me save money and increase my income. Helped me define my financial goals and match them with some personal goals. I now feel confident, organized, clear, empowered, secure, energized, understood, balanced. I would tell others If they don’t have a financial plan, it’s a must. It gives you a road map and facilitates you reaching those goals”
Amy, 35
“I don’t come from family money and have worked hard for over 20 years to save every penny. If like me, you often worry about how much money you need to retire, you're in the right place here at Willow!”
Sarah, 38
“As a mother of 3 young kids and the CEO of a small business financing firm, I needed financial guidance that can help me make smarter financial decisions to free up time to spend it on what matters most. Willow did just that.”
Christine, 43
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A Financial Advisor who Understands Women’s Unique Life Journeys
Women are not a monolithic group, and the majority of women share life journeys that impact their relationship with money. On average, women live longer, act as primary caregivers, earn less due to the gender pay gap (and time away from the workforce for caregiving), take on more household responsibilities, and have higher healthcare costs.
 
As a result, your financial needs and goals are unique, just like your life story. Whether starting a new career, expanding your family, or transitioning into retirement, each life journey requires a tailored financial strategy. Willow Advisor for Women™ Certificate Holders specialize in this very aspect.
Navigate Your Life Transitions with Expertise

Financial stability and planning are crucial, especially during significant life changes. The complexities of rolling over a 401(k), choosing suitable investments, transitioning jobs, planning for a secure retirement, or navigating the financial side of a divorce require expert guidance. 

Remember, your financial journey is as unique as you are. Let me help you find a financial advisor who isn’t just a planner but a partner in realizing your financial dreams.

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