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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.  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

College Dorm Room

What expenses are included in the annual cost of college?

To most parents, the annual cost of college simply refers to tuition and room and board. To the federal government, however, the annual cost of college…
Home improvements wealth management

Can Home Improvements Lower Your Tax Bill? It Depends

Most home improvements are not tax deductible — with one possible exception. In certain situations, you may be able to deduct improvements deemed necessary…
retirement planning shenandoah valley harrisonburg staunton broadway timberville winchester virginia financial services

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 more…

Have Questions? Get In Touch

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