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.

Wealth Management

We prefer to work with clients on a fee basis.

Our investment advisory services are offered through WBH Financial Services, LLC., an investment advisor registered with the state of Oregon. We provide services to clients on a fee basis only.

WBH Financial Services, LLC. offers its advisory clients a current Form ADV Part 2 annually. The Form ADV Part 2 discloses background information about the officers of WBH Financial Services, LLC.
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Most financial planners are interested in

assets under management.

We help get your goals under management.

Up to date information, financial updates and tax advisories for people like you that we have been able to help put their Goals Under Management.

We recognize not everyone has a need for a comprehensive plan. 

So, our services can be provided on an hourly fee basis.  During our first meeting we will determine which approach is best for you, provide you with an estimate of the cost for helping you and also an estimated timeline for completing the work.

Fee based services offered on an hourly basis:

  • Financial Planning
  • Tax Preparation & Consultation
  • Budgeting
  • Cash flow analysis
  • Risk Management – Life, Long Term Care and other insurance options
  • Estate Planning
  • Charitable Gifting Strategies
  • Foundation – feasibility study, establishment, management
  • Goal achievement – Retirement, college funding, career changes, loss of job

We believe How We Charge should be fair to you.

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Lake Oswego 503 699-9200

Toll Free 888 699-9201