Selecting someone you can trust to manage, protect and enhance your financial position is important. Our experienced team of professionals at Wye Financial & Trust offer services tailored to help you achieve your financial goals.    

Financial Planning Services

The pace and complexity of managing modern finances may leave some people unprepared to achieve a successful financial future. If you’re feeling less than confident about your future, having a well-prepared financial plan can help put you in control. We have the experience to help you create a plan that strategically addresses your unique goals and needs.

Wealth Management Services

Planning your financial future is about matching your priorities with the lifestyle you want so you can enjoy financial independence. At Wye Financial & Trust, we have access to top portfolio managers that offer a variety of investment strategies to align with your goals and optimize your financial position.  

Brokerage Services through LPL Financial

Whether you are seeking to enhance your existing investment portfolio or begin a new one, our Financial Advisors at Wye Financial & Trust have access to a suite of investment products through LPL Financial to help you plan for whatever life brings you.     

Corporate Trustee Services

Wye Financial & Trust holds trust powers in Maryland and Delaware through Shore United Bank. We offer to act as a Corporate Trustee in the interests of investors by being an independent supervisor of the security and a custodian of assets. Choosing a trustee is one of the most important decisions you will make for your family. This designation should be treated like a business decision, not an emotional one. Understanding the role and responsibilities of a trustee can help you make the best choice.

Personal Retirement Plan Services

At Wye Financial & Trust, we focus on helping you prepare for your retirement. We strive to help you maintain your lifestyle while looking for income opportunities so that you can live comfortably through your retirement years.  We offer all types of individual retirement accounts such as SEP, SIMPLE, Traditional and Roth IRAs to help you live the life you want during retirement. 

Employer Sponsored Retirement Plan Services

Offering a comprehensive benefits package includes helping your employees save for retirement.  Wye Financial & Trust can help your business review performance numbers, benchmarks, and adjust under-performing funds as needed. We focus on plan compliance and help ensure that fiduciary standards are met, while providing employee education. We also meet one on one with employees to assist with deferral elections, retirement goals, and general risk tolerance.

Life InsuranceLong-Term Care Insurance 

Whether you’re protecting your family, your business or your retirement assets, insurance planning plays a vital role in any financial plan.  At Wye Financial & Trust, we offer a comprehensive list of insurance products and strategies to help mitigate the financial risks faced by our clients every day.

Custodian Services

Enjoy peace of mind knowing your assets are safe with us.  With custodian services at Wye Financial & Trust, we can transact on your behalf from collecting dividends and interest to managing proceeds from security sales.

 

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