Willow Partner Advisors, LLC

Overview

Willow Partner Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves individual and family clients and also manages relationships with small-business accounts. Its ownership is recorded as a mix of a domestic entity and an individual, and its fee approach combines percentage-of-AUM billing with fixed-fee engagements. The firm describes itself as a capital allocator and provides core advisory services including financial planning, portfolio management for individuals and small businesses, and the selection of outside managers. Willow Partner Advisors operates across multiple states, is not positioned as an ESG investor, and is not identified as a pension consultant or a related adviser. The firm also lists an industry affiliation as an investment adviser and sponsor of limited partnerships (excluding pooled investment vehicles), which aligns with its capital-allocation role.

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Location & Offices