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About Us

At Willow Private Wealth, we take care of your tomorrow.

Why clients work with their Financial Advisor?

Our advisors pride themselves on building trusting relationships with their clients. That starts with listening. Everyone has their story, and we believe that your financial life plan should reflect that uniqueness. We take a personalized approach to working with you. Connectedness hinges on communication. In person, via your customized portal in a video conference, our advisors spend their time working with you.

Casey Marshall

Casey Marshall

Partner, Wealth Management Advisor

Casey specializes in working with medical professionals and people nearing retirement or currently retired. He understands that many of his clients are busy and often don’t have the time to devote to financial planning. At the same time, they want to prepare for a secure financial future. Casey bridges this gap.

As an advocate for his clients and their children, he creates workable, real-life financial plans to help them become financially independent, enjoy retirement and leave a legacy for the next generation.

Casey is originally from Georgetown, Kentucky. His wife, Ashley, is from Vestavia Hills. The couple has three children — Olivia, Norah and Finn — and live near Mt. Laurel in Birmingham. He is a graduate of Samford University and enjoys spending time with his family, gardening, golf, playing guitar and hunting.

“I’ve found that most people desire to be financially secure yet very few are able to achieve it. I believe that this is due to the chasm between intention and direction. This is where I can help.”

Schedule a Call with Casey
Wes Miller

Wes Miller

Partner, Wealth Management Advisor

Wes was introduced to the financial world through his father, who is a Certified Public Accountant (CPA). He became passionate about financial planning as he worked with an advisor preparing for his own financial future. This fasciation with what’s possible through planning led him to pursue a career in the profession. Today, he loves helping his clients work toward their financial goals.

Wes and his wife, Jessica, have one son named Avery and live in Vestavia Hills, Alabama. Jessica is the Executive Director of the Alabama Chapter of the Alzheimer’s Association, and the family is regularly engaged in Alzheimer’s awareness and fundraising activities. They are also active with their church. Wes is an avid sports fan and enjoys being outdoors as much as possible.

“Impacting people in a meaningful and positive way is what makes me excited to be a financial planner every day.”

Schedule a Call with Wes
Tyler Hinton

Powered by RFG Advisory

As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients.

  • WealthManagement.com Award Winner 2022
  • RIA Channel Top 50 Wealth Managers by Growth Assets 2022
  • WSR Pathfinder Awards – Top Women Leaders in Wealth Management 2022
  • InvestmentNews Best Places to Work for Financial Advisers 2022
  • Industry Era 10 Most Innovative CEOs of 2021
  • Women in Asset Management Award Series
  • ThinkAdvisor Luminaries 2021 Thought Leadership & Education
  • InvestmentNews Icons & Innovators
  • Best and Brightest Companies to Work for in the Nation 2021
  • WealthManagement.com 2020 & 2021 Industry Awards
  • Financial Times Top Financial Advisers 2020
  • Money Management Institute Barron’s Industry Awards
  • InvestmentNews Women to Watch

Let’s get started.

1

Calendar

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an appointment.

2

Chat

Meet in person or
via video conference.

3

Map

Start developing
a customized strategy.

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