Wye Financial Partners has been honored to be recognized as the “Best Financial Advisor” for the past six years by friends, customers, and our neighbors on the Eastern Shore.
We are a financial services firm offering full-service investment and insurance solutions through our broker/dealer, LPL Financial. LPL Financial is the largest independent broker/dealer in the country and has been a partner of ours for over a decade. 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 offer a wide array of services including wealth management, corporate trustee services, financial planning, retirement planning, life insurance, long-term care solutions, and employer 401(k) plans.
We focus solely on your needs and recommend only the investment strategies that we believe will best serve you. We value our relationships and are committed to providing exceptional service. We also pride ourselves on open communication, empathy, and transparency. Our strength, stability, and integrity provide a solid and secure foundation where our customers can trust that we are here to help make good things happen.
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 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. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Shore United Bank or Wye Financial Partners. Wealth Management and Trust services are offered through Wye Trust, a division of Shore United Bank. 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.
Wye Financial Partners Lora Davis, Tom Saxon, Tammie Schnable, Lori Smith, Talli Oxnam, Chris Parks 16 N. Washington Street | Easton, MD 21601 410.763.8543 Neil Zurowski (not pictured) 1101 Maiden Choice Lane | Baltimore, MD 21229 800.309.8124
