# Willow Creek Mobile Advisor

> Mobile access to Willow Creek Wealth Management accounts and financial data. (iPhone/iPad app by Willow Creek Financial Services, Inc..)

- Source: https://appshunter.io/ios/app/willow-creek-mobile-advisor/id490645853 (this page in markdown: same URL + `.md`)
- Developer: [Willow Creek Financial Services, Inc.](https://appshunter.io/developer/490645856)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2011-12-22
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/willow-creek-mobile-advisor/id490645853/reviews.md

## What is Willow Creek Mobile Advisor?

Introducing the latest version of the Willow Creek mobile app! Access your Willow Creek Wealth Management accounts, reports, performance, activity, and more all from your mobile device in one modern, streamlined experience. 
 Questions? Reach out to us at info@willowcreekwealth.com.

## Key features

- Account access
- View reports
- Track performance
- Monitor activity
- Streamlined experience


## Frequently asked questions about Willow Creek Mobile Advisor

### What can I do with Willow Creek Mobile Advisor?

Willow Creek Mobile Advisor allows you to access your Willow Creek Wealth Management accounts, view reports, check performance, and monitor account activity directly from your mobile device.

### Is Willow Creek Mobile Advisor free to use?

Yes, Willow Creek Mobile Advisor is available for free download and use. There are no associated costs to access your financial information through the app.

### What devices does Willow Creek Mobile Advisor support?

Willow Creek Mobile Advisor is designed for iOS devices, including iPhone, iPad, and iPod. It is not currently available for Android devices.

### How secure is Willow Creek Mobile Advisor?

While specific security measures are not detailed, financial apps typically employ industry-standard encryption and security protocols to protect user data. For detailed information, it's best to contact the developer directly.

### How often is Willow Creek Mobile Advisor updated?

The app was last updated on May 27, 2025, with version 5.19.0. This indicates a commitment to regular updates and maintenance for the application.

### What is the user rating for Willow Creek Mobile Advisor?

Willow Creek Mobile Advisor has a high rating of 5.0 stars based on 2 user reviews, suggesting a very positive user experience among its current users.

### Does Willow Creek Mobile Advisor have ads?

No, Willow Creek Mobile Advisor does not contain advertisements. The app is free to use and does not display any promotional content.

### Who should I contact if I have questions about Willow Creek Mobile Advisor?

If you have any questions regarding Willow Creek Mobile Advisor, you can reach out to the support team via email at info@willowcreekwealth.com.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-27

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.0 — 2025-01-28

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-10

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.4 — 2024-01-02

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

## Apps similar to Willow Creek Mobile Advisor

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Willow Financial](https://appshunter.io/ios/app/willow-financial/id6504948601) | 5.0 (3) | Free | Finance |
| [Putnam County Bank](https://appshunter.io/ios/app/putnam-county-bank/id955179489) | 4.8 (488) | Free | Finance |
| [Summit State Bank ezBanking](https://appshunter.io/ios/app/summit-state-bank-ezbanking/id464961441) | 4.5 (22) | Free | Finance |
| [Jump AI](https://appshunter.io/ios/app/jump-ai/id6475781425) | 4.9 (806) | Free | Finance |
| [BNY Pershing Access](https://appshunter.io/ios/app/bny-pershing-access/id1486554730) | 1.6 (66) | Free | Finance |
| [Adding Machine 10Key iPhone](https://appshunter.io/ios/app/adding-machine-10key-iphone/id392883834) | 4.6 (129) | $2.99 | Finance |

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*