Customized planning for your financial journey

Because you have unique goals, you may need a customized plan and guidance to lead you through your lifelong financial journey. This is the value of working with a financial professional from Wilmington Advisors @ M&T.

Learn more. Schedule a complimentary consultation. 

Expect more from the brand you know.

Feel confident about pursuing your wealth goals with personalized planning from Wilmington Advisors @ M&T.

Knowledge. Rely on skilled professionals who can bring you a holistic approach to your financial wellness as your needs and objectives change.

A focus on you. Experience a personalized planning process rooted in a deep understanding of what you want to accomplish and how your goals fit in your overall financial picture.

Accessible guidance. Enjoy the convenience of having a financial professional who lives in your community and is available to assist you at your local M&T Bank. Call, text, or visit a branch to reach your advisor.

Sophisticated technology. You and your advisor will utilize digital tools to view your portfolio, adjust allocations, make trades in real time, and plan for your future.

Complete transparency. Expect no surprises. Our planning process costs nothing to begin, and any fees are clearly stated in your plan.

Take the next steps.

Let's create your personalized wealth goal plan.

number 1 iconFind an advisor. Select one of our financial professionals to meet with you at your local M&T branch, by phone, or virtually.

number 2 iconMake an appointment. There are professionals conveniently located in your area, so it's easy to find and meet with an advisor near you.

number 3 iconDiscuss your goals. Take advantage of our complimentary consultation offer to review your objectives.

number 4 iconTogether, you'll make a plan. You and your Wilmington Advisors @ M&T financial professional will build and stress test a plan to make sure it fits your unique, evolving needs. 

number 5 iconStart funding your future. Use the digital tools we offer to track, plan, and stay up to date.

Focus on what you want to achieve.

Whether you're starting your financial journey, raising a family, or thinking about your legacy, the best way to accomplish what you set out to do is by having a mapped-out plan.

Retirement Planning

Know whether you will have lasting income to enjoy your retirement lifestyle.

Insurance Planning

Feel more confident that you and your loved ones will be financially secure.

Education Planning

Explore tax-efficient ways to save for the costs of your child's education, including their college tuition.


Wilmington Trust Capital Perspectives

Investing is a profession that can resemble predicting the future. Investors are made to think they need a crystal ball, when of course, no crystal ball exists. In today's environment, even the most clairvoyant crystal ball would likely be cloudy.

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 | Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

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. To read the M&T Bank Cash Account Disclosure Booklet, please click here.

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.

The recommendation by M&T Bank of LPL is made pursuant to an agreement that allows LPL to pay M&T Bank for these referrals. This creates an incentive for M&T Bank to make these referrals, resulting in a conflict of interest. M&T Bank is not an investment advisory client of LPL. Please visit  for more detailed information.

Investing involves risks, and you may incur a profit or a loss. There is no assurance that any investment strategy will be successful.

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