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investing today

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

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lET US HELP YOU pLAN FOR RETIREMENT

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

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Should you buy long-term care insurance

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


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Employer Sponsored 401K

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

Learn more about Employer Sponsored 401K plans

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Investing

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

How to handle market volatility

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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

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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. 

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