Your future deserves more than just savings.

Thoughtful retirement planning centered around what matters most to you.

We provide planning and advice to help you live comfortably.

and here's why

The thought of retirement can be intimidating and complicated. There’s a lot to think about; the loss of identity, the end of a steady paycheck, the discontinuance of regular savings, and the beginning of withdrawals. It’s emotional, and the feelings are real.

But it should be a time to celebrate. It should be a time to enjoy the fruits of your labor and be excited about the ability to enjoy new experiences. We’ll take the weight off your shoulders and help you navigate this new stage of life confidently so you can fully enjoy it the way you should.

I understand the anxiety about your finances. The fear of the unknown when leaving your job for retirement, which can prevent you from truly enjoying life's most important moments.

It doesn't have to be this way.

With decades of experience and extensive training from industry leaders, we'll help answer your critical questions:

‍Can I afford to retire?
Am I overpaying on taxes?
How can my portfolio be improved?
Can I reduce threats to my retirement security?

‍Everyone deserves financial planning from a trusted, unbiased partner. Yet too many people receive generic, self-serving advice from financial salespeople using cookie-cutter solutions.

You deserve better.

That's why I founded Shope.

By the numbers

We’ve helped families achieve measurable impact. Here’s a few of the numbers behind us.

A growing team of

Families Served

150+

Years of experience

Dreams don't have to stay that way.

We developed a holistic process called The Bedrock System to help you simplify the complexity of managing your finances. It begins with a detailed evaluation of where you are today and a preview of what’s possible if we work together.

As part of the evaluation, we’ll provide you with observations, considerations and next steps to help benefit and improve your situation. If you decide to move forward, we’ll help you formulate a plan using our 6-point method so you can start to experience freedom with your finances.

The Bedrock System →

We built a team we'd want to hire. One that we're extremely proud of.

Patrick is the Founder at Shope and he has dedicated his entire life to serving people just like you. 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.

Patrick Shope, CWS
Managing Partner, Investment Advisor

Molly is an advisor at Shope and 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.

Molly Shope
Partner, Investment Advisor

Mike is the Director of Operations at Shope. With meticulous attention to detail and systems expertise, he ensures our client experience exceeds expectations at every touchpoint. His process-driven approach has elevated our service standards, consistently delivering thoughtful solutions that reflect our commitment to exceptional care.

Michael Pennanen
Director of Operations

"The team at Clarify exceeded our expectations. Their clear, strategic approach helped us navigate a challenging product launch"

Parker Shope
Head of Strategy

Shope in a
nutshell.

Your money is in good hands.
‍

We have decades of experience helping hundreds of clients retire. As professional investment managers, we oversee your investments to ensure they’re positioned for the greatest chance of success in meeting your goals. We do not take custody of any client investments. Instead, assets are protected and insured by an independent third-party custodian for safekeeping, such as Fidelity.

We’re here to help, but you’re in control.
‍

We organize your finances, establishing a plan for your future, and use a live probability of success tracker to ensure you have more visibility and control over your money than ever before. Your finances are updated daily and summarized in one place. We’re always on watch, and you’re always in the know.

Small-firm personal touch with big-firm capabilities.
‍

We’re based out of Ann Arbor, MI, and work with clients nationwide. We pride ourselves on meticulous planning, attention to detail, and personalized service. You’ll never receive half-baked cookie-cutter financial advice here.

Your future depends
on your planning.
Ready?

Get started