WMS Advisors, LLC is the "doing business as" (DBA) name for WMS Partners, LLC, an independent wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). Founded to provide objective and personalized financial guidance, the firm serves high-net-worth individuals, families, and institutions. Its core mission is to help clients achieve their financial goals through a holistic approach that integrates comprehensive financial planning, tailored investment management, and specialized tax and family office services. The firm emphasizes a client-first, fiduciary standard in all its operations.

Founded in

United States