About WBH Financial Services and our founder Brent Hamilton

After graduating from Portland State University with a dual major in Economics and Finance, Brent Hamilton founded WBH Financial Services.  While attending college, Brent assisted in his father’s income tax preparation business.  This experience provided his credentials to become a Licensed Tax Consultant which allowed him to make tax consultation and preparation an integral part of his financial planning business.

Brent’s dedication to continuing education has yielded a Masters in Financial Planning, the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and admittance to represent clients before the IRS as an Enrolled Agent.

Brent’s commitment to lifestyle financial planning recognizes that money is but one of the tools necessary to live a life you desire.  He believes that helping you identify and reach your life goals is more important than just getting great returns on the assets he manages for you.  He uniquely combines tax and wealth management expertise to create tax efficient portfolio design and optimal distribution strategies for retirement.

Brent and his wife Mary live near his office in Lake Oswego.  While raising their family, Brent was involved with youth soccer, basketball, chess club, boy scouts, cheerleader activities and a myriad of school field trips.  Brent’s daughter, Darcie, has her own business in California and together with her husband is raising two sons.  His son, Brent Jr., is a lawyer practicing in Portland, Oregon. 

Brent’s escape from a busy work schedule includes gardening and working out at the gym.  He and his wife support local artists through attendance at community performances and art shows in Portland and Salem.

Brent is a family man who believes in building and maintaining long-term relationships.  Over twenty years ago when he opened the doors of WBH Financial Services, he elected to partner with clients for the long term. Many have become friends, introducing him to their family and colleagues.

This trusted advisor bases his long-term relationships on honesty, integrity and truth. If you measure the quality of your wealth counselor on that basis, then Brent is the financial planner you are looking for.