Our Company

The Family Heritage Trust Company provides individualized investment management and personal trust services. Founded by a group of financial professionals, attorneys and CPAs from the region.

With the continued consolidation of the banking industry and reduction of trust services and investment management offerings, the company is responding to the need for specialized administration of individual, family and institutional trusts and desire for fee based advisory services tailored to retirees and family members facing life challenges.

With clients from across Maryland as well as Northern Virginia, West Virginia and south central Pennsylvania, Family Heritage Trust offers a range of fiduciary and wealth management services designed to simplify complex financial challenges.


The Family Heritage Trust Company provides trust and investment services and has been qualified to do business in Maryland since 2007.  It is locally managed by a group of legal, accounting and investment professionals from Maryland and Pennsylvania.  The Family Heritage Trust Company is a trust service office of Midwest Trust Company, a Kansas non-depository trust company regulated and examined by the Office of the State Banking Commissioner of Kansas.  Our primary focus is individuals and their families, their professional advisers, and endowment/foundation funds.