About Us

 

Wye Financial & Trust, a division of Shore United Bank, offers comprehensive planning, wealth management solutions and trust services tailored to meet the individual needs of our clients. We are built around the character of our people and committed to the success of our clients and our communities. Our team of experienced professionals is dedicated to helping our clients navigate toward their financial goals.

As a division of Shore United Bank, we are a member of the Shore Bancshares community of companies, the largest independent financial services company on the Delmarva Peninsula to offer banking, insurance and investment services to families and businesses in the Mid-Atlantic region.  Our community of companies also includes:

  • Shore United Bank
  • Avon-Dixon Agency
  • Freestate and Son
  • Elliott Wilson  Insurance (trucking)
  • Jack Martin & Associates (boat & yacht insurance)

Together, our team of experienced professionals is dedicated to helping our clients navigate toward their financial goals. 

Our services include but are not limited to:

Comprehensive Planning

  • Financial Planning
  • Estate Planning
  • Retirement Planning
  • Wealth Transfer
  • Charitable Giving
  • Planned Giving

Wealth Management

  • Customized Allocation
  • Tax Efficiency
  • Risk Control
  • Disciplined Process
  • Manager Oversight
  • Separate Account Management

Fiduciary Services

  • Charitable Trusts
  • Understanding Trusts
  • Trustee Services
  • Trust Consulting Services
  • Trust/Estate Administration
  • Family Governance

We welcome you to contact us for more information.

 

Not FDIC Insured No Bank Guarantee May Lose Value
Not a Deposit Not Insured by any Federal Government Agency