WBH Advisory

WBH Advisory company description

WBH Advisory, Inc. is a fee-only Registered Investment Advisor. WBH manages investments and provides financial advisory services to a diverse group of clients, including individuals, retirement plans, trusts, and nonprofit organizations. WBH’s primary office is in Baltimore, Maryland. WBH offers several services to its clients, including investment management, financial planning, estate planning, tax planning, insurance analysis, and assistance with general financial affairs. Our investment advisors are available to answer any questions you might have about your current portfolio and financial situation. We regularly help clients with major financial lifecycle events, such as retirement, marriage, divorce, and the death of a spouse.

• Employee count

  11-50

• Industry

  Financial Services

• Headquarter address

  1829 Reisterstown Road, 225, Baltimore, Maryland 21208, US

• Country

  United States

• Founded

  1986

• Company website

  https://wbhadvisory.com