Shope + Associates, LLC Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Shope & Associates, LLC recognizes that every family’s situation is unique. They have earned the respect of other professionals in addition to their clients by positioning themselves with steadfast resolve to serve as an advisor for select individuals and families. They create investment, financial, and estate planning strategies that work together to expand, manage and distribute wealth. Always focusing on concepts and strategies that are reflective of their client's values as well as their current situation, future, feelings, and family dynamics. Shope & Associates has an excellent reputation in the areas of portfolio management, designing tax and estate planning concepts and strategies to meet and exceed objectives, and providing implementation so that the family’s goals are realized. Located in Ann Arbor, our centralized location allows us to work with our clients in a highly personalized and we believe unparalleled way.

Find Shope + Associates, LLC employees' phone numbers or email addresses

Shope + Associates, LLC Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Asia
1

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  • India
    1

Shope + Associates, LLC's Leadership

  • Stylized image of a person
    M. S.
    Wealth Management Advisor
    Phone icon
  • Stylized image of a person
    P. S.
    Managing Partner | Fee-Only Financial Advisor
    Phone icon

Shope + Associates, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Shope + Associates, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. S.
    Wealth Management Advisor
    Phone icon
    United StatesMichigan
    Oct 21, 2025
  • Stylized image of a person
    P. S.
    Managing Partner | Fee-Only Financial Advisor
    Phone icon
    United StatesMichigan
    Dec 02, 2025

Frequently Asked Questions

What is Shope + Associates, LLC known for?

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Shope + Associates, LLC was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 180 Little Lake Drive Suite 2b Trenton, Michigan 48183 United States. Explore Shope + Associates, LLC's company overview page for more information.

What is Shope + Associates, LLC's most common email format?

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Shope + Associates, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Shope + Associates, LLC email formats with LeadIQ.

How many employees does Shope + Associates, LLC have currently?

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Shope + Associates, LLC has approximately 8 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Shope + Associates, LLC's key employees and leadership?

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As of February 2026, Shope + Associates, LLC's key employees include:

  • Wealth Management Advisor: M. S.
  • Managing Partner | Fee-Only Financial Advisor: P. S.

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