Plan Confidently, Retire Comfortably
Why Choose Us
With over 30 years of combined investment advisory experience, Jim and Kyle are dedicated to providing customized advice and solutions tailored to your needs, lifestyle, and long-term goals. Our mission is to support individuals and families in building the future they envision.
Services
Financial Planning
Comprehensive strategies to help you achieve your financial goals.
Wealth Management
Personalized investment solutions to grow and protect your wealth.
Insurance Planning and Services
Coverage options to safeguard your financial future.
Retirement Income Planning and Solutions
Tailored plans to ensure a secure and comfortable retirement.
Our Process
When we first meet, earning your trust is our top priority. We focus on understanding your goals, investment history, timelines, and risk tolerances. With this foundation, we develop a comprehensive plan, including detailed implementation ideas for your review. As educators, we ensure you understand all pros and cons, costs and benefits, and potential risks and rewards before proceeding. This thorough approach helps us build lifelong client relationships, and we're excited to guide you through this process.
About Us
Jim
Jim brings nearly 30 years of experience as a financial advisor, starting his career in 1997. He has shaped the futures of individuals and families with sound guidance, strategic advice, and proper product placement. His insights are further enriched by his participation on corporate advisory councils.
Jim earned his undergraduate degree from the College of Wooster, where he played DIII soccer, and his master's degree from the University of Maryland. Outside of work, Jim is an avid outdoorsman, finding balance and inspiration in nature through offshore fishing and peaceful moments in the woods. His holistic approach to life and finance reflects his commitment to continuous learning and professional excellence.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Kyle
Kyle is a financial advisor with a passion for helping individuals and families achieve their financial goals. His journey began at Hampden Sydney College, where he graduated with a degree in Economics in 2020 amidst the challenges of the COVID-19 pandemic. That experience helped shape a clear understanding that things can change quickly, and that planning is essential to financial success. Since 2021, Kyle has worked with his father at Shenk Capital Management, LLC, focusing on comprehensive financial planning and long-term strategies.
Beyond finance, Kyle enjoys fly fishing, which sharpens his focus and balances his professional life. Driven by excellence and a desire to positively impact his clients, Kyle is dedicated to expanding his expertise and helping individuals secure their financial futures.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Our Partner
As a client of Shenk Capital Management, LLC, you benefit from our partnership with Independent Financial Partners (IFP). IFP provides us with a wide range of services, including in-house compliance, marketing, technology, and business operations solutions. This allows us to offer you personalized options for serving your individual needs and gives us access to IFP's nationwide network of financial, legal, and insurance experts.
Independent Financial Partners is a broker-dealer and registered investment advisor. Their independent platform empowers firms like ours to deliver better client experiences through freedom of choice and constantly evolving tools. At Shenk Capital Management, LLC, we strive to provide you with the best possible financial planning solutions, supported by IFP's expertise and resources.
Get Started Today
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