Meet Our Experienced Team

Our mission at F&M Financial Services is to provide exceptional wealth management services to the Shenandoah Valley community.  We strive to build lasting relationships with our clients by understanding their unique financial goals and needs.  Our team of experienced professionals is dedicated to providing personalized and comprehensive financial planning, investment management, and retirement planning services that help our clients achieve their financial objectives.  We are committed to providing transparent and trustworthy advice, and we work tirelessly to ensure our clients’ financial success and peace of mind.

Meet Our Wealth Management Team

Calan Jansen

Calan Jansen

Osaic Institutions Financial Advisor

Recent Wealth Management News

IRA Contribution Taxes Shenandoah Valley Virginia

There’s Still Time: What You Should Know About the IRA Contribution Deadline

There’s Still Time: What You Should Know About the IRA Contribution Deadline As tax season approaches, so does an important opportunity to invest…
market review wealth management shenandoah valley va

Broadridge Annual Market Review 2024

Annual Market Review 2024 Overview The year 2024 was extraordinary for the economy and the markets. High interest rates, rising unemployment, turmoil…
personal finance Shenandoah Valley, Virginia Harrisonburg Winchester Staunton Timberville

What’s New for 2025?

To help you stay informed, here are five changes you can look forward to in the new year. Higher catch-up contributions for some. As of January 1,…

Have Questions? Get In Touch

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