Welcome to Willow
Your retirement advice deserve better than business as usual. As fee-only advisors in Northwest Arkansas, we're different by design: no hidden costs, no commissions, just straightforward pricing and unwavering dedication to your financial success.
Who We Serve
Financial Journey
Willow Financial
Whether retirement is on the horizon or you're comfortably enjoying retirement already, we're your dedicated partners in financial strategy. You can rely on our expertise to guide you through the critical transition years, transforming your working years' success into lasting retirement security
By focusing on where you are in life, we work together as trusted partners to understand your goals, and capitalizing on your opportunities. This collaborative approach enables us to design a financial plan that is both flexible and resilient, backed by our expertise.
From strategic planning 5-10 years before retirement to navigating life after your career, our team ensures your financial future aligns with your dreams.
Leadership Planning
Pathway by Willow
As a key employee locally of JB Hunt, Tyson, Walmart, or their vendors, you encounter unique challenges in managing your compensation packages and advancing your career. Through Pathway by Willow, we deliver customized financial planning solutions—whether you need a single strategy session or ongoing support. Our mission is to help you make informed financial decisions while respecting your demanding schedule and specific goals.
Who We Are
At Willow, we combine decades of industry expertise with cutting-edge technology to deliver solutions that work for you. Our team stays ahead of evolving financial laws and regulations, ensuring you always receive current, comprehensive advice. In other words – we worry about your financial, investment, and tax strategies so that you don’t have to.
When you work with us, you're not just getting an advisor – you're gaining a dedicated financial team invested in your legacy.
Our Services
- Holistic Financial Planning
- Retirement Income Planning
- Charitable Planning
- Tax Efficiency Planning
- Required Minimum Distribution Planning
- Deferred Compensation Strategy
- Restricted Stock Unit Planning
- Business Planning
- Life Insurance Planning
- Estate Planning
Our Expertise
Our team is composed of 5 advisors that have a combined 25+ years of experience in the industry. With a history of helping people reach their financial goals we strive to make the complex financial decisions simple.
