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Meet Our Experienced Team

Our mission at F&M Financial Services is to provide exceptional wealth management services to the Shenandoah Valley community.ย  We strive to build lasting relationships with our clients by understanding their unique financial goals and needs.ย  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.ย  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

Home improvements wealth management

Can Home Improvements Lower Your Tax Bill? It Depends

Most home improvements are not tax deductible โ€” with one possible exception. In certain situations, you may be able to deduct improvements deemed necessaryโ€ฆ
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Investment Planning throughout Retirement

Investment Planning throughout Retirement Investment planning during retirement is not the same as investing for retirement and, in many ways, is moreโ€ฆ
Osaic Wealth Advisor Calan Jansen

Have You Met Calan Jansen, One of Virginia’s Leading Financial Advisors?

When it comes to managing your wealth and planning for your financial future, having an experienced and knowledgeable advisor by your side is crucial.โ€ฆ

Have Questions? Get In Touch

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