WMS Advisors, LLC is a financial planning and  investment advisory firm with over 35 years' experience in the financial industry. We provides a broad spectrum of services in investment management, business and comprehensive financial planning for individuals and small businesses.  Our clients come from across the country and include individuals, families, small businesses, and non-profit organizations.


We  have offices in Rockville, Maryland (a suburb of Washington, DC)  and in Charlotte, North Carolina.

If you are looking for a fee-based, independent investment advisor and financial planner, please check out our services and schedule a free initial introductory call with us today.