About Us
Holistic Approach
Our approach to financial planning and investing is comprehensive and client-focused, emphasizing the importance of relationships and collaboration with the client’s network. We believe this holistic approach provides numerous opportunities for our clients.
Guiding Principles
Approachable
Collaborative
Empathetic
Responsive
Proactive
Authentic
Integrity
Comprehensive
Vision
We are a client-focused financial advisory firm, building generational relationships. We facilitate the alignment of our clients’ vision, values and objectives by creating and implementing a dynamic roadmap toward their optimal future. Our comprehensive approach is designed to help position them to make confident decisions, accumulate wealth, protect their assets and achieve financial confidence.
Our WHY
We believe our clients are best positioned to make informed financial decisions when engaged in a collaborative ongoing relationship, centered around dynamic planning and advocacy. At Willow House Advisors we realize a sense of purpose and fulfillment when we offer guidance, expertise and service towards achieving goals.
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
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.