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Ben Waller (CFA, CFP®)

Ben Waller focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Ben has been working as a financial advisor and portfolio manager with WBH Advisory, Inc., a fee-only Registered Investment Advisor, since 2009. With over $1 billion in assets under management as of 12/31/2021, WBH offers to provide clients with targeted financial planning and client centered investment management services. The 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.

Ben and his colleagues work as a team, allowing clients to benefit from their collective knowledge and experience. Through the financial planning process, they provide actionable advice so that clients can proceed efficiently toward their goals. 

Additional Information

A native of Baltimore, Ben lives in Canton with his wife, Tracy, daughter Emilia, and their dog, Penny. Ben graduated from the Gilman School before attending Franklin and Marshall College, where he majored in Business and English. He enjoys spending time with family, playing golf, reading, and trips to the park with the dog.

NAPFA Start Date

November 10, 2017

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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.
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Download vCard
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.

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This Office

1829 Reisterstown Rd Suite 225 Baltimore, MD 21208-1306 Phone: (410) 653-7979
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