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.

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Learn the secrets of keeping your Goals Under Management


Our experience is that many people fail to plan because they fear the unknown and the size of the task. At WBH Financial Services we have a systematic process that helps you navigate toward your new lifestyle goals and steer clear of bumps along the way. We become your  knowledgeable financial sounding board to help you understand the changes as you strive toward your goals.

Get the help you need to quantify specific goals.

We believe Financial Planning should be based on your goals and your "investment comfort zone."          

As we see it, our task is to help you identify the goals you want to achieve. 

We find that for most people, it isn’t all about the money. It is about a comfortable lifestyle. It is about retirement planning, be it accumulation or distribution, college funding, changing a career, loss of a job, receiving an inheritance, planning for an extended vacation or developing a gifting strategy through use of foundations. Those are just a few examples of goals we can help you identify and achieve. 

 We recognize that a comprehensive financial plan may not be right for everyone.

We help you determine the best path to take and the resources necessary to reach your life goals. With either a comprehensive or a goal specific plan, once your plans are made, we can help you stay the course and help you adapt to life’s unexpected detours as they occur along the way.

 Call today for a FREE one hour meeting to get acquainted.