A complete list of active advisors currently associated with Shenandoah Financial

Warmer can help you find a great advisor at Shenandoah Financial or one who fits your needs even better.

Shenandoah Financial provides financial planning and consulting to individuals and small businesses and acts as a solicitor that refers clients to third‑party money managers (TPMs) for investment management. The firm does not directly manage client assets; TPMs bill and custody client accounts and Shenandoah receives solicitor fees for referrals. Shenandoah’s process begins with gathering a client’s financial information and objectives and using fundamental and technical analysis to develop a tailored plan and investment recommendations. When a TPM is recommended, Shenandoah helps clients complete the TPM paperwork, delivers the TPM’s disclosure documents, monitors TPM performance, and reviews quarterly statements on the client’s behalf. Distinctive features noted in the brochure include that the principal is a licensed insurance agent who spends roughly 25% of her time selling insurance and may receive related compensation, and that the firm receives ongoing solicitor fees from TPMs for client referrals. Shenandoah also routinely serves individual (non‑high‑net‑worth) clients and discloses these potential conflicts and the procedures it uses to mitigate them.

To learn more about the advisors currently working at Shenandoah Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Diane Case	Charles Town, WV	20

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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