Fiduciary

Willow Financial

Rogers, Arkansas

★ 5.0 (19 reviews)
Call (479) 709-3949 Visit website →

About

Willow Financial is an independent registered investment adviser in Rogers, Arkansas, offering financial planning, investment management, and estate planning services while operating under fiduciary standards. The firm serves clients approaching or in retirement, with a specialized program called Pathway by Willow designed for key employees of major regional employers like JB Hunt, Tyson, and Walmart. The team is led by Managing Partner Steven Schmitt (CFP®, AEP®, MSFS, AIF) and includes partners Madison Derden and Philip Kapler, who together provide customized planning through both one-time consultations and ongoing advisory relationships. The firm has earned a 5-star rating across 19 Google reviews.

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-5PM, Tuesday: 8:30AM-5PM, Wednesday: 8:30AM-5PM, Thursday: 8:30AM-5PM, Friday: 8:30AM-5PM, Saturday: Closed
SEC registered
No

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