Most financial planners are interested in

assets under management.

We help get your goals under management.

Lake Oswego 503 699-9200

Toll Free 888 699-9201

Investment advisory services are offered through WBH Financial Services, LLC (“WBH”) an investment advisor registered with the State of Oregon.  Such services are only provided where WBH is properly registered or exempt from registration and after clients have entered into an Investment Advisory Agreement confirming the terms of the advisor client engagement and have been provided a copy of WBH’s ADV Part 2A brochure document.” 
DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This website is neither a solicitation nor an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe to be reliable.  However, we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are any indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

PRIVACY STATEMENT:   WBH Financial Services, LLC is concerned about your right to privacy. When you visit our website, please know that the following data is collected;
- The type of browser used
- Geographical region the connection is originating from
- Date and time of the connection
- Pages visited during the connection
- Date and time the connection was severed

This information is used solely to determine traffic patterns on the site. No personal information is collected at any time. Any personal correspondence to us that originates from this site via one of the email links will be for internal use only and treated confidentially. We do not disclose personal information to any third-party without consent. If you have questions or concerns about our policy, please contact us at (503) 699-9200 during normal business hours, by email to Brent Hamilton (brent@wbhfinancialservices.com) or by mail at:

WBH Financial Services, LLC
4500 Kruse Way, # 130

Lake Oswego, OR 97035

We believe we should be completely clear