A complete list of active advisors currently associated with Shope Advisors Group

Warmer can help you find a great advisor at Shope Advisors Group or one who fits your needs even better.

Shope Advisors Group provides personalized financial planning and investment advice to individuals and a range of entities, including trusts, estates, charitable organizations and small businesses. Services described in the brochure include ongoing asset management, retirement and education planning, cash‑flow analysis and one‑time financial planning consultations. The firm employs a strategic, core‑and‑satellite asset allocation approach using actively managed mutual funds and exchange‑traded funds with a medium‑to‑long‑term orientation and global diversification. Client accounts are managed on a non‑discretionary basis — the firm does not accept blanket trading authority and consults clients before implementing trades, with assets held at a third‑party custodian. Shope Advisors Group is a small, owner‑supported advisory team (two advisors managing roughly $65.6 million for about 86 client relationships) that is affiliated with a parent financial planning company and a FINRA‑registered broker‑dealer. Its advisors also serve as registered representatives and state‑licensed insurance agents and may receive separate commission‑based compensation for those activities; the firm discloses and addresses these potential conflicts through written policies, a Code of Ethics and compliance oversight.

To learn more about the advisors currently working at Shope Advisors Group, 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.