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Willow Grove Advisors is an independent boutique wealth management firm with an international client base. We work primarily with global families and entrepreneurs to provide the specialized services and investment strategies that are appropriate for each client, based on where they are in their personal and professional life-cycles. At Willow Grove

Because every client is unique, we structure your plan to address your needs, and accomplish your goals. Everything we do is grounded in the fundamental principles of openness, integrity and trust. We are an experienced team of financial advisors who have worked with clients for over twenty-five years to achieve their financial goals. We analyze and

We strongly believe that having two or more professionals will only improve the advice we recommend, and strengthen the relationship we want to build. Bob is a wealth manager and works together with the Elmwood team to serve clients in financial planning, investment management, tax planning, and estate planning. Bob co-founded Elmwood with Shannon