Willow Certification for Financial Advisors

Securing Your Financial Future is About Partnering with an Advisor Who is Right For You

Get Started

Willow believes every person deserves an advisor deeply attuned to their individual financial needs and goals, and we are committed to making this a reality.

At Willow, our mission is to help everyone, with a particular focus on women and the next generation of investors, find a financial advisor they can trust and connect with personally. Through our matching process, we consider several vital factors to ensure the best fit, including:

Through our exclusive matching process, Willow seeks to connect women, NextGen, and other underrepresented individuals with a trusted advisor that they can connect with on a personal level. Here’s what we look at:

Life Journeys

Myer Briggs Personality

Birth Order

Hobbies & Animals

Get Matched with an Advisor

Take a short quiz to help us understand you, your goals, and where you’re looking for help.

Receive a free, 15-minute consultation with a member of our team.

We’ll connect you with a financial coach or advisor hand-selected just for you.

Willow helps financial professionals to acquire & grow business with today’s clients.

For Individuals

Get Matched

Advisor Vetting

For Advisors

Advisor For Women™
Certificate Program

Advisor For NextGen™
Certificate Program

Find Clients

Client Content & Events

Advisor Training & Events

Willow Talk

About Us

Willow Partner Advisors, LLC (“Willow”) is not affiliated with any third-party Advisers and neither Willow nor any of its representatives are authorized to provide investment advice on behalf of a Willow or to act for or bind as an Adviser. Each matched Adviser has entered into an agreement with Willow under which the Adviser pays Willow a combination of fees. The fees paid by the Advisers to Willow are paid irrespective of whether you become a client of an Adviser and are not passed along to you. However, the presence of these arrangements may affect an Adviser’s willingness to negotiate below their standard investment advisory fees, and therefore may affect the overall fees paid by clients introduced by Willow through the Willow platform. Please ask your Adviser for more information about their fees.

Neither Willow nor its affiliates are engaged in providing investment advice. Willow does not receive, control, access, or monitor client funds, accounts, or portfolios. Willow does not warrant any services of any Adviser and makes no claim or promise of any result or success of retaining an Adviser. Your use of the Willow platform, including the decision to retain the services of any Adviser, is at your sole discretion and risk. Any services rendered by an Advisers you contact are solely that of the Adviser. Willow and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party websites.

Willow Partner Advisors, LLC. is an SEC registered Internet Only Registered Investment Advisor. Willow does not provide securities recommendations or manage client assets. Willow is a service that matches potential clients with fiduciaries that are trained to work with a client’s life situation. All investments involve a risk of loss.

Disclosure for Endorsements
Willow Partner Advisors, LLC. is an SEC registered Internet Only Registered Investment Advisor. Testimonials and endorsements may have been solicited. Testimonials come from our advisor partners that pay Willow to participate on our platform. Willow does not pay for any testimonial or endorsement. Willow does not provide securities recommendations or manage client assets. Willow is a service that matches potential clients with fiduciaries that are trained to work with a client’s life situation. All investments involve a risk of loss.