WBH Advisory, Inc. is a fee-only Registered Investment Advisor. WBH manages investments and provides financial advisory services to a diverse group of clients, including individuals, retirement plans, trusts, and nonprofit organizations. WBH’s primary office is in Baltimore, Maryland. 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.
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WBH Advisory Questions
The WBH Advisory annual revenue was $5 million in 2026.
Marc Hertzberg is the President of WBH Advisory.
13 people are employed at WBH Advisory.
WBH Advisory is based in Baltimore, Maryland.
The NAICS codes for WBH Advisory are [5239, 52393, 523, 52].
The SIC codes for WBH Advisory are [628, 62].
Top WBH Advisory Employees
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Marc Hertzberg
President at WBH Advisory
Pikesville, MD, US35+ -
Ben Waller
President, Chief Wealth Officer at WBH Advisory
Washington, DC, US23 -
Henry Sheller
Director of Business Operations at WBH Advisory
Washington, DC, US25+ -
Greg Bitz
Certified Financial Planner and Portfolio Manager at WBH Advisory
Washington, DC, US21 -
Joel Hosner
Wealth Advisor at WBH Advisory
Baltimore, MD, US12 -
Carrie Beren
Senior Wealth Advisor at WBH Advisory
Towson, MD, US33 -
Conor Renn
Portfolio Analyst and Trader at WBH Advisory
United States22 -
2
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Charlie Kenny
Associate Wealth Advisor at WBH Advisory
Washington, DC, US14
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