Brent Hamilton, CFP®, CDFA, BFA, AFC, LTC, CCFC, EA
Empowering Financial Futures with Personalized Solutions
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Serving Clients Nationwide
Empowering Financial Futures with Personalized Solutions
Areas of Focus
- Divorce Financial Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Brent Hamilton, CFP®, CDFA, BFA, AFC, LTC, CCFC, EA
After graduating from Portland State University with a dual major in Economics and Finance, Brent Hamilton founded WBH Financial Services. In high school, Brent started doing taxes with his dad. 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 also runs a non-profit organization called Women Transition (www.womentransition.com).
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. She is divorced and raising her two sons as a single parent. His son, Brent Jr., is a lawyer practicing in Portland, Oregon. He and his wife are raising a son and twin girls in Portland.
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.
Professional Designations
- Accredited Financial Counselor (AFC)
- Behavioral Financial Advisor (BFA)
- Certified College Financial Consultant (CCFC)
- Certified Divorce Financial Analyst (CDFA)
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
- Licensed Tax Consultant (LTC)
Affiliations
-
AFCPE
- American Institute of Certified College Financial Consultants (AICCFC)
- CFP Board
- Financial Planning Association
- Financial Therapy Association
- National Association of Enrolled Agents (NAEA)
- National Association of Personal Financial Advisors
- National Association of Tax Professionals (NATP)
- Oregon Association of Tax Consultants (OATC)
- Oregon Board of Tax Practitioners
- Oregon Society of Tax Consultants (OSTC)
- The AGC
- XY Planning Network
- American Institute of Certified College Financial Consultants (AICCFC)
Primary Location
4500 Kruse Way, Ste 105, Lake Oswego, Or, 97035
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Hourly Rate
- Percentage of Assets Managed
- Percentage of Income
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 30-minute call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About WBH Financial Services
At WBH Financial Services, we believe that helping you reach your goals is just as important as the assets we manage for you.Navigating the financial decisions of life can be a daunting, complex and often murky challenge. A knowledgeable guide can help.
We believe you shouldn’t have to face the uncertainty alone.
Our approach is holistic. Our goal is to help you think about your life and how you want it to evolve over time based on your goals and values.
We concede we do not have all the answers, but in asking the right questions we are able to broaden the conversation from asset management to money as it relates to each and every aspect of your life.
We believe there is more to life than compiling wealth.
Education
Master of Science, Personal Financial Planning, College of Financial Planning | Portland State University, BA, Finance, Economics
Hobbies and Interests
- Family
- Gardening
- Theater
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- Divorce
- Gen X
- LGBTQ
- Living in Retirement
- Single Women
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
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