Willow House Advisors

Client-Focused Financial Planning - Learn more about WHA and our history through our introductory video!

The market noise can be overwhelming. To help prioritize key insights, I’m inviting you to join Daken Vanderburg, Chief Investment Officer of MassMutual Wealth Management, as he unpacks how we got here, where we're headed, and key risks to watch. Don’t miss out! Register today: https://cvent.me/lAQwnZ.

Willow House Advisors are excited to introduce our newest team member, Melanie Walters! ??

Thank you everyone that took the time on December 10th to join us at our Holiday Open House! It is a pleasure to see so many clients and friends coming together for good food and beverages, and lively conversation! We are always struck by how many clients have gotten to know more about each other and our team at this annual event, making it feel like a real community that supports and cares for one another. On behalf of our entire team here at Willow House, Happy Holidays, and best wishes for a healthy and happy New Year!

Retirement takes money—and surprisingly lots of practice. Don't get discouraged if it's not immediately satisfying.

As we begin the holiday season we wanted to take a moment to thank our furry friends for their positive impact on our lives. Here at Willow House Advisors, we take pride in addressing the needs of your entire family, including your fluffy companions. This time of year especially, we’re thinking of them and thanking them for all they do for us each day.

It's hard to believe that we're only one week away from the annual Willow House Advisors Open House. We hope you're able to attend, and we look forward to seeing you on December 10th!

Last week, bullish market sentiment supported investors “buying the dip” throughout the week as buying pressures helped push the S& P 500 up 1.7%, despite dips throughout the week.

Please join us on Tuesday, December 10th, from 4-7pm for the annual Willow House Advisors Open House!

Willow House Advisors is proud to be the presenting sponsor of the Family Promise of Southern Chester County: A Day of Promise Golf Tournament for over five years. Family Promise is a non-profit organization that plays a vital role in our local community by supporting families with children experiencing homelessness. We’re honored to be able to assist in their mission – every child deserves a home – by sharing our time, resources, and golf skills, each year. We want to give a special thank you and shoutout to our incredible clients that have donated and played for such a worthy cause. Please see below for just a few of the memories we’ll be looking back on fondly for years to come!