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 Willow Street Advisors, LLC was founded by Chris Bray, Rich Stevens, and Dave Kearns - former senior executives of a top ten U.S. financial institution. With over 50 years of combined professional wealth management experience, the founders started the firm after finding that exceptional and unbiased private wealth management can only be provided through a privately owned professional firm without unhealthy ties to product-driven banking, investment, and insurance companies. As a registered investment advisory firm, Willow Street Advisors provides all client services in accordance with the highest standards of fiduciary care under the oversight of the U.S. Securities and Exchange Commission.
In response to client demand, Willow Street Advisors was formed to provide comprehensive wealth management services including investment management, trust administration, and tax consulting. Clients of Willow Street Advisors know that they can depend on a dedicated team of experienced investment, tax, estate, and financial planning professionals who provide comprehensive, objective, and substantive wealth management counsel. The result is an integrated and well coordinated strategy spanning multiple generations. The private wealth management services provided by Willow Street Advisors allow clients to safely put their resources to work to help them achieve their most important goals and objectives. Accordingly, the firm approaches client relationships, built on trust and integrity, as long term investments that last an entire lifetime.
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