Welcome to WBH Advisory, Inc.

Financial Services

Investment Management Services

As a fee only investment advisor, our investment decisions are based solely on the unique factors specific to you. These factors may include your investment objectives, risk tolerance, investment time horizon, withdrawal requirements, and other special circumstances.

Fees for our investment management services are based on a percentage of assets under management, or a fixed amount determined by the services we provide. We are not compensated by any type of commission. Please refer to our form ADV Part II for additional information.

Retirement Planning

We offer to help you understand what your retirement may look like based on your current level of assets, and anticipated contributions to or withdrawals from your investment accounts. This planning is based on projections and should be used for planning purposes only.

Income Tax Planning

We understand the impact that various decisions can have on a tax return. Therefore, our clients often consult with us before moving ahead with big changes in their lives. The level of advice given is based on your unique needs.

Education Planning

We can advise you on the various savings vehicles available for future education expenses. We offer to help you understand financial aid applications (FAFSA), and the strategies for maximizing your chances of receiving financial aid.

Insurance Planning

While we do not sell insurance, we are able to provide objective advice regarding your insurance needs. Before meeting with an insurance salesperson, this advice can help prepare you make sound decisions regarding your insurance needs.

Estate Planning

We can help you create a blueprint for your estate planning needs. In doing so, valuable time can be saved before you meet with an Estate Planning Attorney. We recommend that you consult with an attorney in creating an Estate Plan.

For more information on our services

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Please Note: The scope of any financial planning and consulting services to be provided depends upon the request and needs of the client.