WBH FINANCIAL SERVICES, LLC

Overview

WBH Financial Services, LLC is an independent registered investment adviser operating as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm bills clients through a mix of percentage-of-assets, hourly charges and fixed fees, and concentrates its client base on individual and family relationships rather than institutional mandates. Its advisory activity centers on customized planning and managed portfolios, with the vast majority of client assets managed on a discretionary basis. Investment practice leans toward pooled public funds and fixed-income instruments as the backbone of client portfolios, while allocating a portion of client capital to real estate through third‑party managers. The firm is not positioned as an active ESG investor and does not present itself as a multi‑state pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices