WBH Advisory
WBH Advisory is a fee-only Registered Investment Advisor. Operating since 1986, WBH offers to provide clients with financial planning and investment management services. Our goal at WBH is to alleviate the stress that often comes with financial decision-making by giving clients the knowledge and support to make informed, confident choices.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.