Financial Advisors are investment advisor representatives of, and offer securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). 

Insurance products are offered through LPL or its licensed affiliates. Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T 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

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

To read LPL Financial disclosures and agreements, please visit their site.

The content of this page is for informational purposes only. It is not designed or intended to provide financial, tax, legal, investment, accounting, or other professional advice since such advice always requires consideration of individual circumstances. Please consult with the professionals of your choice to discuss your situation.

© M&T Bank and its affiliates.

M&T Digital Privacy Notice

Welcome to new beginnings

Get the most out of your life and livelihood today and tomorrow.

Everyone deserves the opportunity to grow and preserve their wealth.

Always focused on you

Our comprehensive, personalized planning process is rooted in a deep understanding of your short- and long-term goals and how they fit into your overall financial picture. As life changes and your needs evolve, we’ll be here to update your plan to help keep you on track.

Accessible guidance

Our planning specialists live and work in your community. Call, text, or visit a branch for advice on how to invest, address cash flow challenges, get insurance coverage that aims to curb risk, and work toward other important goals.

Comprehensive solutions

The Wilmington Advisors @ M&T experience is powered by advanced technology and digital tools that enable you and your advisor to spend more time focusing on what’s important to you.

Together, we’ll plan for the whole you.

Our personalized planning process starts with a deep understanding of your goals and your complete financial picture, not just your investments. Together, we’ll build and stress test a plan to make sure it fits your unique, evolving needs.

Learn more about our planning process >

Financial planning at the speed of life.

Things change, but your dedicated advisor and team of specialists are ready to help you plan for your next challenge.

Learn about the products and services our professionals offer >

An experience built to fit your needs.

Whether you’re just starting your planning journey or monitoring progress toward your goals, you’ll be able to take advantage of planning tools that help keep you connected and informed.

Learn more about the tools available to you >

Get Started

Reevaluating what's important.

Newly released research finds that, as the pandemic recedes and affluent Americans reengage, many are changing the way they are planning to spend and invest for the future. These findings are seen as part of a larger movement of Americans reevaluating what’s important in a post-pandemic world. 

Review the key survey findings and contact one of our advisors, who can help you consider your short- and long-term goals and create a plan to help you pursue your most important financial goals.

Retirement Planning

You’ve worked hard to get where you are. We’re ready to partner with you to create a long-term plan geared toward helping you retire your way.

Education Planning

Like any financial goal, planning in advance for the cost of higher education is key. Our advisors can help you navigate your options and find the right fit based on your goals.

Insurance Planning

Insurance is an important component of a healthy financial plan. When was the last time you reevaluated your existing policy? Our advisors can work with you to help mitigate your unique risks.

We're here to help.

Provide the information below to have one of our professionals contact you or to schedule your complementary financial plan assessment.

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Check our background.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Financial Advisors are investment advisor representatives of, and offer securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). 

Insurance products are offered through LPL or its licensed affiliates. Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T 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

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

To read LPL Financial disclosures and agreements, please visit their site.

The content of this page is for informational purposes only. It is not designed or intended to provide financial, tax, legal, investment, accounting, or other professional advice since such advice always requires consideration of individual circumstances. Please consult with the professionals of your choice to discuss your situation.

© M&T Bank and its affiliates.

M&T Digital Privacy Notice