WBH Advisory

Rather, we are paid based on a percentage of the assets that we manage. We are experienced in crafting custom tailored plans that not only aim to preserve your wealth but also leave a lasting impact on your loved ones and chosen causes. Consider us your financial ally – approachable, reliable, and committed to your success. Fee-only refers to the way we are compensated for our services. We do not receive commissions for any of the investment recommendations that we make. We believe this compensation method is more transparent than commission-based methods of compensation, while also limiting conflicts of interest. While most clients have a trusted contact who they can go to directly with questions, investment decisions are primarily guided by our team of advisors and investment committee, leveraging their collective expertise. In addition to decades of experience, our advisors have earned some of the most trusted credentials in the industry, among them, CFA®, CFP®, and CPA.