Fiduciary

WBH Advisory

Baltimore, Maryland

5.0
Call (410) 653-7979 Visit website →

About

WBH Advisory is a fee-only registered investment advisor in Baltimore operating for over 30 years, serving clients across various life stages from high earners to retirees. The firm operates under a fiduciary standard and offers financial planning, investment management, retirement strategy, tax guidance, and legacy planning. The team includes professionals holding CFP, CFA, and CPA credentials as well as attorneys.

Fee structure

Fee-Only

Firm details

Firm type
Independent RIA
Languages
English
Hours
Daily: Closed
SEC registered
No
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