This slider shows one random slide at a time (of three total slides) each time you load the page.

A man looking at his smart phone and smiling while on the side of a street

Start

investing today

Check out our new online investment platform and get started with as little as $5,000.

woman looking at flowers

lET US HELP YOU pLAN FOR RETIREMENT

Retiring is a big step. We can help you make sure you're as prepared as possible.

older couple running during autumn

Should you buy long-term care insurance

We help our clients navigate their options and make decisions regarding their later years. 


Please scroll
Back to step one

A group of employees working on a project and writing on a window/vision board.

Employer Sponsored 401K

Would you like to offer retirement plans for your employees? We can help!

Learn more about Employer Sponsored 401K plans

Business men chatting and looking at a tablet.

Investing

Do you want to start investing but market volatility worries you?

How to handle market volatility

A content slider that shows one slide at a time of three total slides. Use left/right arrow keys or next/previous buttons on screen to navigate between slides. All content in the slides can be found elsewhere linked elsewhere in this website.

Help from a Financial Professional can make all the difference.

Learn more about financial planning

Is your investment portfolio balanced?
Need help planning for retirement?

We offer retirement planning services

Boat sailing through water
Person swimming
People looking at papers
People high-fiving

Life is made up of a lot of pieces. Luckily for you, so are we!

See how we can help you get the most out of your money:


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA and SIPC). Insurance products are offered through LPL or its licensed affiliates. Shore United Bank N.A. and Wye Financial Partners are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wye Financial Partners and may also be employees of Shore United Bank N.A.. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Shore United Bank N.A. or Wye Financial Partners. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed
Not Bank Deposits or Obligations May Lose Value

      Shore United Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Shore United Bank for these referrals.
      This creates an incentive for Shore United Bank to make these referrals, resulting in a conflict of interest. Shore United Bank is not a current client of LPL for brokerage or advisory services. 
      Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.