Exeter Trust

Exeter Trust is a boutique wealth management, legal services, insurance and estate planning firm in Glen Echo, Maryland.

Exeter Trust was originally founded as a "family office" to provide investment management and related services to families and individuals in the Washington, D.C area. Since that time, Exeter Trust has grown beyond its original mission and now serves individuals, families, trusts, and non-profit institutions throughout the United States. Dedicated, personal attention characterized Exeter Trust's approach to service in its early years and that remains unchanged today.

Our mission is to provide our clients with a responsive and caring approach to the delivery of investment management and financial services designed to achieve all of their investment goals.

Pat Price, Caroline Moulton, and Michael Cohen at (301) 652-1212