WBH Advisory

WBH Advisory, Inc. is a fee-only Registered Investment Advisor located in Baltimore, Maryland. The company employs 11 individuals and generates over $10,000 in annual revenue. WBH Advisory offers a comprehensive suite of financial services tailored to meet the needs of various clients. These services include investment management, financial planning, estate planning, tax planning, insurance analysis, and assistance with general financial affairs. Their client base spans individuals, retirement plans, trusts, and nonprofit organizations. The firm distinguishes itself by providing personalized attention and guidance to each client. WBH's investment advisors are dedicated to helping clients navigate complex financial decisions and achieve their long-term financial goals. They specialize in supporting clients through significant life events such as retirement, marriage, divorce, and the loss of a spouse. For inquiries or to discuss your financial needs, you can visit WBH Advisory's website at wbhadvisory.com.