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6308 Queens Chapel Rd, University Park, MD 20782

(301) 325-4613
wbrockman@whbfa.com
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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Saving for College 101

Here's a crash course on saving for college.
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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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Our Services

WHB Financial Advisors offers protection planning and investment strategies designed to prepare you, your family, and your business for all of life’s possibilities.

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Our Mission

We want to understand your needs, likes, and long-term goals to create a customized plan to preserve and protect your hard-earned wealth.

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Blog

Providing timely information to educate you on all aspects of your finances.

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WE'RE WITH YOU EVERY STEP OF THE WAY

Trust.  Honesty.  Integrity.  We believe values matter, and we live by ours every day.

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Reviewing Your Life Insurance Needs

Reviewing Your Life Insurance Needs

Learn how the review process works and how it may help you better understand your Life Insurance.
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Qualifying For Medicare Under Age 65

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
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Replacing Your Medicare Card

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
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OUR DEDICATED TEAM

We want to be your advocate.  Our team offers comprehensive insurance solutions and smart protection strategies, providing you with the confidence needed for life’s financial journey.

William Brockman

William (Rock) Brockman, CLU, ChFC

Financial Planner

Rachel Fix

Rachel Fix

Financial Advisor

Melany Novosel

Melany Novosel

Executive Administrator

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