Our Approach

Relational & Holistic

Our approach to financial planning and investing is comprehensive, fee-based, and client-focused, emphasizing the importance of relationships and collaboration with the client’s network. This holistic approach can provide numerous benefits to our clients.

Our Strengths

Client-Centered Focus

Prioritizing our client’s financial well-being and personal goals is essential. By understanding your unique needs and objectives, we can create a customized financial plan that aligns with your aspirations.

Holistic Financial Planning

Taking into account the broader context of a client’s life allows for a more holistic approach to financial planning. It’s not just about investments and numbers; it’s about how those financial decisions impact their overall well-being and the well-being of those around them.

Emotional and Behavioral Considerations

Acknowledging the emotional and behavioral aspects of financial decisions is crucial. Our approach takes into account the psychological aspects of money management, helping clients make rational choices even in the face of market volatility or life changes.

Collaborative Approach

Encouraging collaboration with family and other professionals, such as legal advisors or tax experts, can lead to more well-rounded solutions for clients. This approach acknowledges that financial decisions are often interconnected with various aspects of a client’s life, and can address complex financial challenges more effectively.

Long-Term Relationship

Building a long-term relationship with clients allows for continuous monitoring and adjustments to their financial plan as their circumstances change. This proactive approach can help clients adapt to new opportunities and challenges.

Education and Communication

Emphasizing clear communication and education ensures that clients understand the reasoning behind their financial strategies and can make informed decisions.

"I've been working with Sherie Higgins for Approximately 7 months. I have always been challenged by financial matters and have lots of anxiety when it comes to money matters. She takes the time to explain complex financial concepts with patience and understanding and challenges me to take powerful steps towards financial health. Thanks to her advice, I feel more positive and optimistic and more hopeful about my retirement. She is always prompt, transparent, and genuinely cares about my financial well-being. She is wise and thorough, and I trust her advice completely. My only regret is that I didn't discover Sherie sooner and I highly recommend her to anyone seeking a knowledgeable and trustworthy financial advisor. She's made a significant impact on reducing my fears and educating me on financial integrity."

Maureen F.

Client of Willow House Advisors

Maureen F. is a client of Sherie Higgins. Maureen F. 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. CRN202807-9262607

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.