Long-term investing and personalized service is at the heart of what we do. We believe in the power of patience and strategic planning to Help achieve your financial goals.

What makes us different

We are not just a financial team—we are a full-financial network backed by a legacy.

At Eastern Shore Financial, our commitment runs deep. We're not just here to offer financial services— we're here to provide personalized care and unwavering support every step of the way. This commitment is more than just a philosophy; it's ingrained in our culture and echoes through our client promise and brand values. Since our founding by Mary Ellen Valliant in 1997, we've upheld a tradition of personalized planning that puts our clients first. She founded Valliant and Associates, which later evolved into Valliant Wealth Strategies. She mentored us for several years, which enabled us to transform into Eastern Shore Financial.

Mary Ellen’s dedication to building long-term wealth continues to inspire us, shaping the very fabric of our DNA. Today, we proudly carry forward her dedication to personalized service, nurturing relationships that span generations.

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SERVICES

We take a deliberate and disciplined approach, aiming to build wealth steadily over the years. By staying focused on your objectives, we can weather market volatility and capitalize on opportunities for growth.

EXPLORE OUR SERVICES

MEET OUR TEAM

Located in Chestertown, Maryland, we are proud to provide expertise in financial planning and investment management to our clients who value a personalized relationship with their wealth advisor.

Nicole Caringal, CFP®, AIF®

President, Eastern Shore Financial &

Branch Manager, RJFS

Annie Snyder

Manager of Client Services

GET TO KNOW US

Marsha Morris

Client Service Associate

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.