We regularly publish articles on the topics that our clients are thinking about. Subscribe to our blog and receive an email when we post a new article.

Laura M. Carr Named Principal, Chief Advisory Officer at WMS Partners
December 4, 2019
Laura M. Carr Named Principal, Chief Advisory Officer at WMS Partners
Towson, MD – WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is pleased to announce that Laura M. Carr.
Read more.
Todd M. Wickwire Named Chief Executive Officer of WMS Partners
November 15, 2019
Todd M. Wickwire Named Chief Executive Officer of WMS Partners
Towson, MD – WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is pleased to announce that Todd M..
Read more.
Forbes Recognizes Two WMS Client Advisors as Best in Maryland
November 4, 2019
Forbes Recognizes Two WMS Client Advisors as Best in Maryland
November 1, 2019 — Towson, MD — WMS Partners is pleased to announce that two of the firm’s client advisors—Martin Eby and Jeff Hill—were once again.
Read more.
WMS’s Nate Allen to be Featured Panelist at the LPC Middle Market Loans Conference
April 10, 2019
WMS’s Nate Allen to be Featured Panelist at the LPC Middle Market Loans Conference
WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is pleased to announce that Senior Advisor Nate Allen.
Read more.
Christopher Walczak (CFP®, CTFA) Joins WMS Partners
March 13, 2019
Christopher Walczak (CFP®, CTFA) Joins WMS Partners
WMS Partners, the Baltimore region’s leading independent wealth-planning and investment firm, is pleased to announce that Christopher Walczak is.
Read more.
WMS Expands Advisory Team with Recent Hires Nate Allen and David Unger
September 4, 2018
WMS Expands Advisory Team with Recent Hires Nate Allen and David Unger
In June, Nate Allen joined WMS as a Senior Client Advisor serving wealthy families, family offices, foundations and trusts. Nate has extensive.
Read more.
Two WMS Client Advisors Recognized as the Best in Maryland
February 22, 2018
Two WMS Client Advisors Recognized as the Best in Maryland
February 22, 2018 — Towson, MD — WMS Partners is pleased to announce that two of the firm’s client advisors—Martin Eby and Jeff Hill—were selected by.
Read more.
WMS Partners Announces the Dedication of the Bob Killebrew Library
February 14, 2017
WMS Partners Announces the Dedication of the Bob Killebrew Library
On a recent Wednesday morning, the firm gathered together to celebrate one of our cherished partners and colleagues, Bob Killebrew. Anyone who has.
Read more.
Louis Jay Ulman, JD Joins WMS Partners as Partner and Senior Consultant
January 18, 2017
Louis Jay Ulman, JD Joins WMS Partners as Partner and Senior Consultant
WMS Partners, the largest independent fee-only wealth advisor in Baltimore*, is proud to announce that Louis Jay Ulman has joined as a Partner and.
Read more.
Martin Eby Named a Top 50 Wealth Advisor by Forbes
August 23, 2016
Martin Eby Named a Top 50 Wealth Advisor by Forbes
WMS Partners is pleased to announce that Forbes has named Martin Eby to its list of America’s Top Wealth Advisors.  Mr. Eby was ranked 39 out of.
Read more.
1 2 Next »