WB Financial, Inc., operating under the name William Brown Financial Planning, is a US-based Registered Investment Adviser (RIA). The firm is committed to a client-first philosophy, providing personalized and unbiased financial advice based on the fiduciary standard. Their services encompass a wide range of financial needs, including investment management, retirement planning, estate planning, and insurance solutions, aiming to help clients build, manage, and preserve their wealth through long-term strategies.

Founded in

South Africa