WMS Partners was founded in 1993 as a family office and an alternative for families to traditional financial-services firms—independent, transparent, and aligned with clients’ interests. Today, WMS is bringing the benefits of a family office to a wider circle of families. As The Open Family Office, WMS helps you handle all aspects of your financial life through sophisticated advice on: • Wealth planning • Investing • Family legacy Our advisors serve as your fiduciaries and financial stewards, so your family can focus on the important things in life beyond money. WMS At A Glance • Privately owned, fee-only, fiduciary advisor • Founded 1993 • Focused solely on advising individuals and families • Clients in more than 30 states • $5.41 billion AUM as of 9/30/2022* *SEE OUR DISCLOSURES at WMS-PARTNERS.COM/DISCLOSURE Why Choose WMS OPEN Planning and Investing Expertise We employ an open approach, partnering with our clients’ accountants, attorneys and other advisors, and selecting the most compelling investments from outside managers. OPEN Fiduciary Commitment From the beginning of our firm in 1993, we have structured ourselves to be our clients’ financial stewards, focused only on helping them live their best lives. That commitment is open-ended; we do whatever is necessary to help our clients, whether that fits into the usual purview of a wealth advisor or not. OPEN Authenticity of Our People We only invite professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Big egos and stuffed shirts need not apply. We understand that the key to successful client relationships is open communication and candor.
View Top Employees from WMS PartnersWebsite | http://www.wms-partners.com |
Revenue | $10 million |
Employees | 96 (96 on RocketReach) |
Founded | 1993 |
Address | 1 W Pennsylvania Ave Suite 800, Towson, Maryland 21204, US |
Phone | (301) 294-7804 |
Fax | (301) 294-7809 |
Industry | Investment Management, Finance General, Finance |
Web Rank | 12 Million |
Keywords | Wms Partners, Timothy Chase Towson, Wms Towson Adv, Wms Partners Kaitlin Carlson, Wms Financial |
Competitors | Cascade Wealth Advisors Inc, Purtill Financial LLC, Selkirk Wealth Advisors, LLC, Stockade Wealth Management, Waterford Advisors, LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular WMS Partners employee's phone or email?
The WMS Partners annual revenue was $10 million in 2024.
Todd Wickwire is the CEO of WMS Partners.
96 people are employed at WMS Partners.
WMS Partners is based in Towson, Maryland.
The NAICS codes for WMS Partners are [52, 52393, 523, 5239].
The SIC codes for WMS Partners are [628, 62].