Steven Schmitt (AEP®, AIF®, CFP®)

Additional Information

Willow Financial is a fee-only fiduciary firm serving clients in Northwest Arkansas and across the country. We work with corporate professionals, retirees, and families who are looking for advice not products and want clear direction for their financial decisions. Many of our clients include professionals at large employers such as Walmart, JB Hunt, and Tyson who are navigating RSUs, deferred compensation plans, retirement benefits, and complex employer compensation structures. We also serve retirees and pre-retirees seeking clarity around income planning, investment strategy, tax efficiency, and long-term financial security. We believe financial advice is much bigger than the portfolio. While disciplined investment management is important, the most meaningful outcomes often come from thoughtful planning around taxes, cash flow, retirement transitions, and major life decisions. Willow Financial offers ongoing financial planning, investment management, and hourly planning engagements. Every client receives clear, actionable next steps and the flexibility to implement recommendations independently or with our guidance. Founded in 2023, Willow Financial brings together four advisors with more than 40 years of combined experience. Steven, CFP®, AEP®, AIF®, helps lead the firm’s commitment to objective, fiduciary advice. Our approach is modern, straightforward, and client-focused designed to provide clarity and confidence at every stage of life.