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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.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.
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Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.
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Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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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.

Melany Novosel

Melany Novosel

Director of Client Relations

Rachel Fix

Rachel Fix

Client Service Assistant

LET'S GET CONNECTED

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