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Our Story
Wye Financial Services, LLC was founded in 2002 and has grown into two divisions: Wye Financial Partners, and Wye Trust.
Wye Trust offers wealth management, corporate trustee services and trust administration through Shore United Bank. We offer professionally managed investments and progressive strategies by partnering with a limited number of established outside portfolio managers.
We partner each client with portfolio managers tailored to their needs. Our partnership expands our wealth management expertise to a significant team of professionals while continuing our commitment to local control and excellent service.
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 communications, empathy, and transparency
Our Services
- Wealth Management
- Trust Administration
- Custodian Services
Our Locations
Our offices are located at:
- 16 N. Washington St., Easton, MD 21601
- 1101 Maiden Choice Ln., Arbutus, MD 21229
