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.

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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.

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Your retirement dreams 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.

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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.

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Who We Serve

Financial Journey

Whether you're planning for retirement or already enjoying it, Willow is here to guide you every step of the way. As your trusted financial partner, we help you navigate the transition from working years to lasting retirement security—with clarity, confidence, and strategy.

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 during the years leading up to retirement to navigating life after your career, our team ensures your financial future aligns with your dreams.

Learn More

Leadership Planning

As a key employee locally of Walmart, 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.

Learn More

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

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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.

Your success is our calling.

Our experienced team commits to standing beside you through every financial decision, market shift, and life transition – ensuring your tomorrow is as bright as you envision it.