Plan your future.
The right strategy starts with your goals in mind. Tell us where you’re headed, and we’ll help you arrive on time.
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Investment Management
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Latest Podcasts on Wealth & Economic Updates
Bulls & Bears Newsletter – Third Quarter 2023
Get the latest market insights with our Bulls & Bears Newsletter, provided by First United Bank & Trust Wealth Management Advisors.
Resources & Education
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.
Retirement Planning
It’s never too early–or too late–to think through your retirement strategy.
Estate Planning
Settling an estate is a complex process. Our experts can take the stress off your shoulders.
What makes First United different?
We promise that we will be your local resource—not only for wealth management products, but for knowledge, advice and relationships. We’re right here, in your hometowns and neighborhoods, so we can get to know you personally. We don’t just want to give you access to a product today; we want to be your trusted partner for life. And with our rich suite of services, we’ll help you manage your money today, tomorrow and even long after you’re gone.
You’re leaving a legacy. It’s our privilege to know you well enough to understand what kind of legacy you want to leave. With that knowledge, that familiarity, we can show you the steps to take to make it a reality.
That’s our promise. That’s our privilege. Come get to know us. See what truly makes us different.