A complete list of active advisors currently associated with WBH Financial Services, LLC
Warmer can help you find a great advisor at WBH Financial Services, LLC or one who fits your needs even better.
WBH Financial Services is a state-registered investment adviser that serves individuals (including high-net-worth and non‑HNW clients), as well as trusts, businesses, retirement plans and charitable organizations. The firm offers discretionary portfolio management and comprehensive financial planning services covering retirement, tax, estate, college, risk‑management and specialized divorce/transition planning. The firm follows a long-term, disciplined approach, constructing broadly diversified portfolios primarily with mutual funds and ETFs and documenting objectives and suitability in individualized investment policy statements; accounts are generally reviewed quarterly and managed on a discretionary basis. WBH emphasizes integrating assets across taxable accounts, IRAs and employer retirement plans and will accept ERISA fiduciary responsibilities when advising plan assets. Notable differentiators include a structured menu of planning packages (Coaching, Foundation and Comprehensive) with engagements that can be ongoing or time‑limited and a planning fee framework that can combine asset‑based charges with measures of client income while providing discounted management fees when planning is retained. The lead adviser holds multiple tax and specialty credentials (CFP, EA, CDFA and others), offers tax preparation as a separate service, maintains an insurance license for advisory counsel rather than commission sales, and the firm does not vote client proxies — reflecting an unusual emphasis on divorce/transition planning and integrated tax advice for a small, single‑adviser practice.
To learn more about the advisors currently working at WBH Financial Services, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Lake Oswego, OR
| 23
|
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