In January 2025, WMS Partners became part of HB Wealth. Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country’s largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta with more than 300 employees operating out of 11 offices across five states, managing over $25 billion for individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com.
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The WMS Partners annual revenue was $10 million in 2026.
Martin Eby is the Founder and Shareholder of WMS Partners.
24 people are employed at WMS Partners.
WMS Partners is based in Towson, Maryland.
The NAICS codes for WMS Partners are [52, 523, 52393, 5239].
The SIC codes for WMS Partners are [62, 628].