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Retirement planning to help the future start today.

Human-first retirement planning for those who want more out of life.

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Human-first. Ann Arbor. Nationwide.
Why Shope

You're more than just a number here.

We believe good people who have worked hard for their money deserve advice that's in their best interest. It's not enough to provide a great portfolio of investments or a financial plan.

Shope is a well-established Ann Arbor-based financial advisory firm that gets to know you heart-to-heart. For more than two decades, we've helped hundreds of people nationwide retire well and confidently live their retirement dreams. Our reputation and longevity have been made possible by embracing the simple things: Treating people with kindness and integrity, following through with our commitments, and helping make life more enjoyable through smarter financial planning.

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Years guiding people into retirement
23
In-depth plan reviews each year, at least
2
Families who trust us, nationwide
150+
People who know your plan by name
5
How we work

Your vision, our knowledge. It's like having your own personal CFO.

Approaching retirement shouldn't fill you with fear or anxiety. If you've found your way to this information, you likely have financial concerns on your mind. Our mission is to maximize your chances of success while minimizing worry. The first step is understanding your unique goals. By gaining a clear picture of who you are and what you want your finances to accomplish, we can create a personalized strategy designed specifically to meet your retirement needs.

01

Introduction

It starts with a simple, no pressure call to get to know us and to see what a financial future with Shope looks like.

  • A simple, no pressure call
  • Get to know us
  • See what a financial future with Shope looks like
02

Bedrock System

We employ our 6-point system to help you transform your dreams into financial freedom with you in the loop.

  • A foundation to take you from where you are today to where you want to be
  • Highly qualified advisors employing the latest technology
  • None of it matters without a genuine interest in you
03

Continued Review

Our service doesn't stop there. We continuously review and optimize your portfolio to make sure it changes with your life.

  • At least two annual reviews, on the calendar
  • Plans built and tracked in RightCapital
  • Weekly educational content through emails, videos, and social media
The difference

Our advice is objective and conflict-free.

We view investments simply as tools to achieve what matters most to you financially. With no obligation to specific products or strategies, we recommend only what best fits your needs. We charge a fee based on the value of the investments we manage, and Patrick is a fee-only fiduciary advisor who is not paid through any type of investment commission, kickback, or other undisclosed revenue source.

The typical firm

  • Paid by commission on what they sell you
  • A plan written once and rarely opened again
  • A new voice each time you call
  • A quiet question of whose side they are on

The Shope way

  • Patrick is a fee-only fiduciary advisor, upholding that standard 100% of the time
  • Your money held in your name at an independent custodian such as Fidelity, never with us
  • One firm for your whole picture, the same faces each time
  • Plans built in RightCapital, reviewed twice a year
What it is all for

Retirement the way you've dreamed about it.

We believe retirement should be about fulfilling your deepest aspirations, not fretting over account balances. Imagine the freedom to take that dream vacation, teach your grandchildren to fish at the lake house, or help your children secure their first homes. We're here to transform your financial anxiety into confidence, because what truly matters isn't just the numbers, but the life those numbers allow you to live.

The team

We are professionals dedicated to serving you like our own. When you work with us, you're family.

We built the firm we'd want to hire. One we're proud to stand behind. Our team blends talent with genuine empathy, driven by passion for our work. We consider it a privilege to serve clients like you every day.

PS
Patrick Shope, CWS
Managing Partner, Investment Advisor
With over two decades in financial planning and wealth management, Patrick built Shope from the ground up with one guiding principle: putting clients' needs and dreams at the center of every decision.
MS
Molly Shope
Partner, Investment Advisor
Molly has played an instrumental role in the growth and development of the company. She is the definition of a people person and is ready for a conversation at any given moment.
PS
Parker Shope
Business Growth & Marketing
He spends his time building systems designed to help the company operate better, and produces the content you see across our channels.
JI
Jacob Innes
Client Service Manager
Passionate about building strong relationships and helping clients reach their financial goals through a holistic approach to planning.

Come see whether we are the right fit for you.

Meet the team →
In our words

What we believe.

You've spent a lifetime worrying about your finances, and if you're reading this, you're likely wondering what to do with them. At Shope, we understand the confusion and stress this brings, and we've dedicated our lives to helping people get beyond this.

We believe good people who have worked hard for their money deserve advice that's in their best interest.
01
Our belief
Why Shope exists
Treating people with kindness and integrity, following through with our commitments, and helping make life more enjoyable through smarter financial planning.
02
Our reputation
The simple things we embrace
Your golden years should be filled with moments that matter. Moments like celebrating in places you've always dreamed of visiting, giving back to causes you care about, or pursuing passions you never had time for.
03
Our promise
What it's all for

We're sure you have some questions...

Plain answers about how we are paid, who we serve, and what working together actually looks like.

Our objective is to help you enjoy what matters most — your time, spent how you want, with whom you want. We do this by helping clients with retirement planning, investment management, investment-related tax planning, estate guidance, insurance planning, and cash flow planning.

And when an uncertain financial decision comes along, you've got a partner here ready to help you make the right one.
Every relationship begins with a customized plan and ongoing guidance — think of us as the Waze™ of financial planning: live updates, alerts to potential pitfalls, and accurate projections instead of a static map.

We're at our best serving successful professionals and executives nearing or in retirement who would rather delegate their financial planning than manage it themselves.
Comprehensive planning forms the foundation of our work — it reveals your progress and lets us weigh strategies for your unique situation. Our advice is objective and conflict-free, with no obligation to specific products or strategies.

We start with multiple meetings to understand your situation deeply, then conduct at least two annual reviews alongside weekly educational content.
Our best-fit clients are those who have found some success and are either approaching retirement or currently retired. It's not uncommon for them to have built a portfolio of at least $1 million. They've done a great job of saving and are too busy to manage the complexity of their finances. Or, they may simply want to spend their time where it matters most rather than managing their finances.
Yes. CPAs and tax preparers are excellent at accounting for last year's events — we work alongside them, not in place of them, to proactively reduce your lifetime tax liability and manage how your income and assets will be taxed in the years ahead. You, or your CPA, will still complete and file your return.
We charge a fee based on the value of the investments we manage, which is debited directly from your accounts. Patrick is a fee-only fiduciary advisor and is not paid through any type of investment commission, kickback, or other undisclosed revenue source.

When a client holds an old annuity or genuinely needs life insurance, Molly holds the appropriate licenses and qualifications to assist — under one roof, with one firm you trust.
Yes. While we're located in Ann Arbor, MI, we work with people nationwide.

Our team is happy to meet virtually or in a way that is most convenient for you.
Yes. Patrick is required to uphold the fiduciary standard as a fee-only advisor 100% of the time.
When you are ready

The best time to plan for the future was yesterday. The second best time is today. Why leave it to chance?

Ready to take the first step?

Get started → (734) 479-1400