WBH Advisory, Inc. (formerly Wagner Bowman Management Corp) is a fee only independent Registered Investment Advisor registered with the Securities and Exchange Commission. As of December 31, 2017, WBH manages investments in excess of $640 million for a diverse group of clients, including individuals, retirement plans, trusts, and nonprofit organizations. WBH’s primary office is in Baltimore, Maryland. However, WBH has clients located throughout the country.
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.