About Us

Wye Financial & Trust Good things are happening here.

 

Planning for the financial needs of you and your family.

Wye Financial & Trust is a division of CNB and a member of Shore Bancshares community of companies, the largest independent financial services company that offers banking, insurance and wealth management services to families and businesses on the Delmarva Peninsula.  As a $1.2 billion-asset financial holding company, the Shore Bancshares community of companies also includes The Talbot Bank, Avon-Dixon Agency, LLC, Elliott Wilson Insurance, LLC, Freestate and Son, Jack Martin & Associates, Inc. and a wholesale insurance company, Tri-State General Insurance Agency. 

As a division of CNB, our history reaches back to 1876 when Centreville National Bank opened its doors to business. In 1996, The Centreville National Bank formed Shore Bancshares, who in turn created Wye Financial Services, LLC, in 2002. Wye Financial & Trust (formerly operated as Wye Financial Services, LLC) was formed as a division of The Centreville National Bank of Maryland in 2005.

Personal, relationship-based customer service is at the core of Wye Financial & Trustís philosophy and distinguishes our small and independent investment team. We live and work in the communities we serve.

Our business is built on high quality wealth management advice, provided by a professionally credentialed staff with access to world-class portfolio managers. Wye Financial & Trust adapts our wealth management services to meet the individual needs of our clients. 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 or download our e-brochure for more information.

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