WBH Financial Services is an Oregon-based financial planning and investment advisory firm located in Lake Oswego, serving clients throughout the United States where it is properly registered or exempt from registration. Founded by Brent Hamilton, the firm combines financial planning with tax expertise to help clients make decisions aligned with their goals and values. Its holistic approach looks beyond asset management, considering how money relates to the broader course of a client’s life.

WBH offers financial planning, retirement planning, wealth management, estate planning, tax planning, and divorce planning, as well as guidance for women in transition. The firm aims to help clients prepare for retirement and consider how to transfer wealth to loved ones and charitable organizations. Tax-efficient strategies are central to its wealth management approach. Founder Brent Hamilton holds a master’s degree in financial planning, is a CFP® professional, and is an IRS Enrolled Agent. WBH emphasizes clear, straightforward advice and frames its work around helping people pursue their life goals, rather than focusing solely on the assets it manages.