About Us

Our Story

Wye Financial Services, LLC was founded in 2002 and has grown into two divisions: Wye Financial Partners, and Wye Trust.

Wye Financial Partners is a financial services firm offering full-service investment and insurance solutions through our broker/dealer, LPL Financial. LPL Financial is the largest independent broker/dealer in the country and has been a partner of ours for over a decade.

We offer comprehensive financial strategies and exceptional service tailored to meet the individual and business needs of our clients. We are built around the character of our people and committed to the success of our clients and communities. Together, our team of experienced professionals are dedicated to helping our clients navigate toward their financial goals.

We care about our clients and our communities and value our relationships
We are committed to providing exceptional service
We pride ourselves on open communication, empathy, and transparency

Our Services

  • Financial Planning
  • Retirement Plan Services
  • Life Insurance
  • Long-Term Care Insurance
  • Employer 401(k) Plans

Our Locations

Our offices are located at:
  • 30 E Dover St., Easton, MD 21601 | 410-763-8543
  • 1101 Maiden Choice Ln., Arbutus, MD 21229 | 800-309-8124
  • 22730 Three Notch Rd, California, MD 20619 | 800-309-8124
  • 995 N Prince Frederick Blvd Suite 105, Prince Frederick MD 20678 | 800-309-8124
  • 3035 Leonardtown Rd, Waldorf, MD 20601 | 800-309-8124

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