Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
203 days old
General
Location
Easton, MD, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$265,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
2,500
Avg Client Age
55
Overview

Wye Financial & Trust is a full-service financial services firm. We are a division of Shore United Bank, a community bank with a rich history dating back to 1876. We offer innovative solutions delivered with the personal touch you expect from a community investment firm. We are built around the character of our people and committed to the success of our clients, communities, employees, and shareholders. In 2017 , 2018, and 2019 we were honored to have been named "Best Financial Advisor Firm" by What's Up Eastern Shore Magazine. We have locations in Easton MD and Arbutus MD in addition to 21 bank branches throughout MD, VA and DE.

We are looking to ideally buy a book of business (or merge) to increase our AUM and expand our business.

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