We hold ourselves to very high standards and we bring a high level of commitment to the overall process of defining and planning for your success.  In turn, we seek to work with clients who share that same level of commitment and enthusiasm for achieving their goals.  We intentionally have selective client growth so that we keep the number of clients low relative to the size of our team.  By doing so, we are able to help ensure a high level of service.  We seek high quality, Life-long relationships with clients who find our respective values closely aligned.

Mission

To inspire our clients to achieve True Wealth by helping them define and align their values, vision and wealth so that they can achieve all that's important to them.

Vision

Our goal at Shope & Associates is to improve the quality of life for each of our clients as well as our own.

Core Values

• We maintain integrity in all aspects of our work and in all of our dealings.
• We believe in personalized service.
• We are dedicated to educating ourselves and our clients.
• We believe financial success means more than just great investments.
• We believe, while it is important, wealth is no more important than family, faith and health.

Our Commitment

• Our clients are the most important people in this company.
• Our clients aren't dependent on us.  We are dependent on them.
• Our clients are the purpose of our work, not an interruption.  They're why we get to come to work each and every day.
• Our clients rely on us to help them toward continued success.
• Our job is to do so respectfully. 

At Shope & Associates, we stay true to our mission, vision and core values so you can benefit from our loyal commitment to seamlessly carry out your needs.