Client Testimonials

"We have been clients of Vic and his team for almost 40 years. Vic's financial advice has helped us to achieve our financial goals, even as those goals changed over time. He and his team are ethical, very responsive to our questions, and quick to meet with us when time is short. Bryan has spent hours helping us with 'what if' modeling and financial 'stress testing,' extremely helpful when planning for retirement. We recommend Vic and his team to many family members and friends, a sure sign of our confidence in Vic's team for sound financial advice and excellent customer service."

Kevin & Leigh K.

Clients of Willow House Advisors

Kevin and Leigh K. are current clients of Victor Dupuis and Bryan Dilcher and their team, and also know of them personally from the church they attend. They were not compensated for this testimonial. This testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
CRN202511-5274007

Bryan Dilcher is a registered representative of MML Investors Services, LLC, member SIPC (www.SIPC.org). Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, 717-791-3300. Willow House Advisors is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.

Victor E. Dupuis is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.SIPC.org). Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, 717-791-3300. Willow House Advisors is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.

"We have had the privilege of working with Doug as our financial advisor for over a decade, and his dedication has been nothing short of exceptional. Doug took the time and energy to truly understand us as individuals and as a couple. This personalized approach has allowed him to provide guidance that feels tailor-made to our specific needs. What sets Doug apart is his unwavering trustworthiness and integrity. We've always felt confident in his advice and decisions, knowing that he has our best interests at heart. Doug's expertise and genuine care for his clients make him a true asset to anyone seeking financial guidance."

Jamie P.

Client of Willow House Advisors

Jamie P. is a current client of Doug Palic. Jamie P. was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202510-5238632

John Douglas Palic is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.SIPC.org). Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, 717-791-3300. Willow House Advisors is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.

"Vic Dupuis and Ross Edmonds have been our financial advisors for the past 20 years. We've stuck with them because they've done a great job. They earned our trust by listening, understanding our needs, and providing excellent advice based on their knowledge and experience. They keep up with market details at a level that would be both difficult and time-consuming for their clients, but take care to explain the specifics and reasoning behind their recommendations. They are also proactive about suggesting changes as the market shifts. Communication is good, via email, phone, Zoom, or in person, always at our convenience. We also appreciate the efforts of their support staff; Lisa Beard has been especially helpful. Overall, we would highly recommend Willow House Advisors."

Doug & Patsy K.

Clients of Willow House Advisors

Doug and Patsy K. are current clients of Victor Dupuis and Ross Edmonds. Doug and Patsy K. were not compensated for this testimonial. This testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
CRN202511-5274095

C. Ross Edmonds is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.SIPC.org). Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, 717-791-3300. Willow House Advisors is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.

"We have been working (with) Vic and his team for close to 20 years and they have been with us on our financial journey the whole way. From our young and growing family through college and beyond, Vic and team have been super proactive as well as responsive to our many questions and decisions. We would highly recommend this fantastic group of professionals no matter where you are on your journey."

Michael & Kate B.

Clients of Willow House Advisors

Michael and Kate B. are clients of Victor Dupuis. Michael and Kate B. were not compensated for their testimonial. Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
CRN202510-5224211

"Vic Dupuis and Sherie Higgins immediately earned my trust during the first meeting my son and I had with them. They are obviously smart and knowledgeable in the financial world. Just as important to me are their sensitivity and compassion for my situation and their commitment to honesty. They provide excellent information pertinent to both my present and future financial needs. All my questions are met with respect and a sincere commitment to go above and beyond to ensure my understanding and potential to refine my portfolio. Vic and Sherie are always accessible and responsive and I am confident that I am receiving exceptional financial guidance."

Martha M.

Client of Willow House Advisors

Martha M. is a current client of Victor Dupuis and Sherie Higgins. Martha M. was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
CRN202510-5274002

Sherie M. Higgins is a registered representative of MML Investors Services, LLC, member SIPC (www.SIPC.org). Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, 717-791-3300. Willow House Advisors is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.

"Doug Palic has been an excellent and trustworthy financial advisor to us over the past 6 plus years. He is knowledgeable, prompt, reliable and easy to work with. He has gone the extra mile for our family on a consistent basis. We have enthusiastically recommended him to many of our friends and family. He is a valued voice on our team and we look forward to many more years of his guidance."

Ted & Alicia L.

Clients of Willow House Advisors

Ted and Alicia L. are current clients of Doug Palic. Ted and Alicia L. were not compensated for this testimonial. This testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
CRN202511-5274096

Client Testimonials

Learn More About What We Do

Kennett Location: 699 Unionville Road, Kennett Square, PA 19348 | Phone: 610-444-3344

Exton Location: 111 E Uwchlan Avenue Exton, PA 19341 | Phone: 484-348-6213

Naples Location: 12578 Fenhurst Way Naples, FL 34120-4681 | Phone : 610-444-3344