The Journey of Shaping Your Financial Future Begins Here
Your Goals must live in the heart of your Financial Plan if it is going to be built to last. We are your trusted guide in shaping a path toward your successful tomorrow.
Client-Focused Financial Planning
We are a team of financial professionals who believe clients benefit from an ongoing, collaborative relationship centered on dynamic financial planning, ongoing guidance, and thoughtful decision-making as their needs and priorities evolve.
Suite of Services
We are a client-focused financial advisory firm specializing in building generational relationships. We facilitate the alignment of our client’s vision, values and objectives by creating a dynamic roadmap designed to achieve their optimal future. We work with those who value our expertise, relatable approach and holistic process–celebrating with our clients as they reach milestones and achieve their goals.
Same People, Generational Vision
As a team we have been active in the financial services industry in Pennsylvania since 1971. Originally with Wienken & Associates, which developed into the uFinancial Group, now, our team, as the firm Willow House Advisors, looks forward to serving you and those you care about for years to come.
