Willow House Advisors

Willow House Advisors We are a team of financial professionals that believe in dynamic planning with our clients.

Today is 5/29 — 529 Day — a great reminder to talk about one of the most underutilized tools in college planning.A 529 p...
05/29/2026

Today is 5/29 — 529 Day — a great reminder to talk about one of the most underutilized tools in college planning.

A 529 plan is a tax-advantaged savings account designed for education expenses. Contributions grow tax-free, and withdrawals for qualified expenses such as tuition, room and board, and books — are also tax-free.

A few things families often don't know:

→ You can open a 529 for a child at any age, even a newborn.
→ Unused funds can now be rolled into a Roth IRA (up to $35,000 lifetime, per SECURE Act 2.0).
→ Grandparents can contribute without affecting financial aid eligibility under the updated FAFSA rules.

The best time to start was yesterday. The second best time is today.

If you have questions about whether a 529 fits your family's plan, let's talk.

05/27/2026

Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

05/26/2026

Planning for a home or property? Download the guide for key considerations. Then, let’s talk about how it fits into your financial strategy.

https://bit.ly/4nMMsY2

Berkeley and Roxy were special visitors at the WHA office last week. The two pups brought plenty of charm and curiosity,...
05/22/2026

Berkeley and Roxy were special visitors at the WHA office last week. The two pups brought plenty of charm and curiosity, even taking an interest in how thoughtful planning might earn them far more treats than simply relying on their good looks! We hope to see them back again soon!

05/19/2026

Markets were mixed last week. An early AI-driven rally faded into a Friday selloff as rising yields and oil prices renewed inflation concerns. The S&P 500 edged higher on solid earnings and economic data, but sentiment weakened late in the week, highlighting a fragile balance between growth optimism and inflation risks. For more insights, check out this week's market perspective.

Willow House Advisors was pleased to welcome Dr. Julia West back to work with the team on the Predictive Index and how i...
05/15/2026

Willow House Advisors was pleased to welcome Dr. Julia West back to work with the team on the Predictive Index and how it can be applied to improve collaboration and hiring. We value her expertise and truly appreciate her enthusiasm and willingness to share her knowledge about the art of team building.

After several rounds of co****le, the WHA tournament became one for the ages. The final four—Vic, Evan, Doug, and Bryce—...
05/14/2026

After several rounds of co****le, the WHA tournament became one for the ages. The final four—Vic, Evan, Doug, and Bryce—set the stage for an intense showdown, ultimately coming down to a nail-biting championship between Doug and Bryce. Bryce claimed the first round, Doug answered back in the second, and in a dramatic final game, Doug sealed the victory. With a clutch bag thrown perfectly, Doug edged out Bryce 21–18 to take home the first ever WHA Co****le “Top Dog” award! 🏆👏🥳

05/11/2026

Last week, U.S. equities continued to reach new highs, supported by a resilient labor market. Treasury yields declined modestly amid mixed data, reinforcing expectations of a patient Fed. Economic signals were mixed, with strong job growth offset by weaker consumer sentiment tied to inflation and geopolitical concerns. Read this week’s market perspective to learn more.

The Willow House Advisors co****le tournament is coming to a close next week with our semifinalists advancing to the fin...
05/08/2026

The Willow House Advisors co****le tournament is coming to a close next week with our semifinalists advancing to the final round. It's down to Bryce and Doug, who will win? 🏆🥇

A fantastic night was had by all at the Family Promise of Southern Chester County Evening of Promise event yesterday. Al...
05/08/2026

A fantastic night was had by all at the Family Promise of Southern Chester County Evening of Promise event yesterday. All attendees enjoyed good food, great music, and contributing to a worthy cause in our community.

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699 Unionville Road, Kennett Square
Kennett Square, PA
19348

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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