Kline's Dairy Bar
Financial Roller CoasterTired of the financial roller coaster?Tired of the Financial
Roller Coaster?

Welcome to F&M Wealth

Our mission at F&M Wealth is to provide exceptional wealth management services to the Shenandoah Valley community.ย  We strive to build lasting relationships with our clients by understanding their unique financial goals and needs.ย  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.ย  We are committed to providing transparent and trustworthy advice, and we work tirelessly to ensure our clientsโ€™ financial success and peace of mind.

Working with an F&M Financial Services Advisor, youโ€™ll receive the care of a local team while still having access to a large-scale diversified third-party managers and individualized service options. Learn more about our unique approach.

Contact our team here!

Meet Our Experienced Team

F&M Wealth teammates have been serving the community throughout their careers.

Recent Wealth Management News

market review wealth management shenandoah valley va

Broadridge Annual Market Review 2024

Annual Market Review 2024 Overview The year 2024 was extraordinary for the economy and the markets. High interest rates, rising unemployment, turmoilโ€ฆ
personal finance Shenandoah Valley, Virginia Harrisonburg Winchester Staunton Timberville

What’s New for 2025?

To help you stay informed, here are five changes you can look forward to in the new year. Higher catch-up contributions for some.ย As of January 1,โ€ฆ
Choosing a Beneficiary for Your IRA or 401(k) Shenandoah Valley, Virginia Harrisonburg, Staunton, Winchester

Choosing a Beneficiary for Your IRA or 401(k)

Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits,โ€ฆ

Have Questions? Get In Touch

phone icon540-896-8941