A complete list of active advisors currently associated with WBH Advisory, Inc.

Warmer can help you find a great advisor at WBH Advisory, Inc. or one who fits your needs even better.

WBH Advisory is a SEC‑registered, multi‑advisor wealth management firm that manages roughly $1.74 billion for individual, trust, retirement‑plan, nonprofit and corporate clients across an 11‑advisor team. It provides discretionary portfolio management alongside financial planning, estate planning, and income tax planning—services commonly offered by multi‑team firms. The firm constructs individualized portfolios using fundamental equity analysis and a mix of individual stocks, bonds, mutual funds and ETFs, generally with a longer‑term orientation and periodic rebalancing. WBH also integrates technology into its service model, using eMoney/MoneyGuidePro for reporting, the Pontera platform to manage “held‑away” retirement and annuity accounts, and 55‑ip for model implementation, tax transitions and opportunistic rebalancing. WBH’s structure is notable for professional affiliations that are uncommon among peers: the firm’s principal is licensed as both an attorney and a certified public accountant, and the firm may provide or arrange legal and accounting services for clients (a relationship the brochure discloses as a potential conflict of interest and clarifies is optional). The firm also documents use of AI tools under an internal policy and employs third‑party services such as model platforms and paid class‑action monitoring, practices that distinguish it from many similarly sized advisory teams.

To learn more about the advisors currently working at WBH Advisory, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.