Wealth Planning


Plan Your Financial Future


Imagine moving toward your future with a clear roadmap and a trusted co-pilot by your side. That’s exactly what Wealth Planning at Woodsboro Bank does for you. We’re here to take the guesswork out of managing your money and make your financial dreams a reality.

Your money shouldn’t just sit around – it should work for you. And we’re here to show you how.


Why Choose Wealth Planning


Wealth planning is your map to a bright financial future. Whether you’re dreaming about a beach house retirement, setting up a college fund for your kids, or just want a safety net for life’s surprises - a well-planned wealth strategy is your ticket there.

With Woodsboro Bank’s wealth planning, we’re taking the journey together - toward your dreams, goals, and future.


businessman calculates investment income


business team meeting to planning project finance analyzing calculate


Our Wealth Planning Services


Probability Analysis

Think of this as your financial weather forecast. We use tools to help predict what might happen with your money based on your current plan. It’s a view into the future that enables you to make smarter choices today.

Risk Management

Life can be unpredictable, and so can the financial world. We help you prepare for those unexpected bumps in the road. This could mean spreading your investments, checking for the right insurance, or changing your financial plan to make it safer.


ARE YOU READY TO open a new account?

Call 301.898.4000 or contact our branch team.
Contact Us

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Woodsboro Financial Services (TM) and Woodsboro Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the name Woodsboro Financial Services (TM), and may also be employees of Woodsboro Bank (TM). These products and services are being offered through LPL and its affiliates, which are separate entities from and not affiliates of Woodsboro Bank (TM) or Woodsboro Financial Services (TM).

Securities and insurance offered through LPL or affiliates are:

Not FDIC Insured I Not Bank Guaranteed I May Lose Value I Not Insured by any Federal Government Agency I Not a Bank Deposit

broker check logo

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