WMS Advisors, LLC is a financial services company and Registered Investment Advisory firm with over 35 years experience in the financial industry. The firm provides a broad spectrum of services in investment management, business and comprehensive financial planning for individuals and small businesses.  Our offices are located in Rockville, Maryland – a suburb of Washington, DC and in Charlotte, North Carolina.

An overview of our services includes:

  • Investment Management
  • Wealth Management
  • Risk Management and Insurance Analysis
  • Estates & Trusts – planning, maintenance and compliance services
  • Retirement Plan design and management for businesses and individuals
  • College planning and investment management

Our clients come from all across the country and include individuals as well as small business and non-profit organizations.