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

A financial plan for the whole you

No matter your aspirations or where you are in your planning journey, our advisors can help you build a comprehensive, customized plan to help you pursue your goals.

Build Your Plan

The reason you invest isn't just to see your wealth grow.

It may be to retire comfortably ahead of schedule, fund your child’s education, buy that house by the beach, or maybe even travel the world. What you’re saving for is just as important to us as how you get there, which is why we’ll help you build a long-term, goals-based strategy that considers your entire financial picture.

We always start with you.

Our advisors spend time with you to understand your circumstances, your family, and what your expectations are for the future. We help you quantify and prioritize your goals to lay the foundation of your financial plan.

Financial health is more than wealth.

Fiscal fitness means more than just investing. Together, we take a look at all your assets, liabilities, and accounts that contribute to your financial wellness, no matter where they’re held.

Analyze, adjust, and update.

With Wealth Goals, we layer in forecasts and simulate the performance of your plan across numerous scenarios to identify strategies that can help improve the likelihood of achieving your goals.

Change of plans?

Speak with your advisor who can bring in a team of specialists to help address
your unique needs.

Learn more >

Contact a professional >

We can help you prepare for the unexpected.

A well-designed financial plan doesn’t end if you or a loved one passes away. It merely evolves. Our estate planning specialists can help you craft an estate plan for the unique circumstances you and your family face.

Contact an advisor >

Retirement Planning
 

You’ve worked hard to get where you are. We’re ready to assist you with creating 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 for you 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 your information to have one of our professionals contact you or to schedule your complimentary 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
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