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      Details

      General Info

      WBH Advisory, Inc. is a fee only independent Registered Investment Advisor registered with the Securities and Exchange Commission. As of December 31, 2018, WBH manages investments in excess of $637 million for a diverse group of clients, including individuals, retirement plans, trusts, and nonprofit organizations. WBHs primary office is in Baltimore, Maryland. However, WBH has clients located throughout the country. WBH offers several services to its clients, including investment management, financial planning, estate planning, tax planning, insurance analysis, and assistance with general financial affairs. Our investment advisors are available to answer any questions you might have about your current portfolio and financial situation. We regularly help clients with major financial lifecycle events, such as retirement, marriage, divorce, and the death of a spouse

      HoursOPEN NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 410-653-7979

      Address:
      1829 Reisterstown Rd Ste 225 Pikesville, MD 21208
      Email:

      Link:

      www.wbhadvisory.com

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      Categories
      Investment Advisory Service, Estate Planning, Probate, & Living Trusts, Financial Planning Consultants, Retirement Planning Services, Taxes-Consultants & Representatives
      Services / Products
      Retirement Planning, Tax Planning, Insurance Planning, Business Start-Up Planning, Commodity Trading Consultants & Advisors, Estate Management, Investment Research, Business Planning, Estate Planning, Guardianships, Chartered Life Underwriters, Bonding, Financial Management, Inheritance Planning, Investment Planning, Fee-Based Financial Planning, Equity Investments, Tax Advisors, Financial Education Workshops, IRA Rollovers, Diversification, Trusts, Financial Consultants, Charitable Trusts, Family Financial Planning, Stock Investments, Asset Management, Wills, Investment Advisors, Mutual Funds, Investments, Individual Retirement Accounts
      Payment Options
      amex, cash, check, discover, visa
      Location
      Woodholme Center 1
      Accreditation

      Certified Financial Planners

      Certified Public Accountant

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