WBH Advisory was founded in order to provide our valued clients with a trusted advisor to guide them on the most direct path toward their ideal life. Our advisors have the experience and possess the knowledge to help turn resources into outcomes. We pride ourselves on the qualifications of our advisors and are confident in their ability to provide accurate, objective advice.
Our clients have relied on us for more than thirty years to provide independent advice and guide financial decision making. Today, we have been entrusted to manage more than $850 Million of client assets. As a fee-only advisor, we adhere to the highest Fiduciary standard, acting in our client’s best interests.
We aim to be here for our clients wherever life and wealth meet. By coordinating thoughtful planning and efficient investment management, we put clients on the path to the life they want.
We are proud of the recognition we have received for our efforts on behalf of our clients. The Financial Times named us a FT 300 Top Financial Advisor for 2019 and in each of the three consecutive years prior!