Lehner Carroll Shope Capital Management specializes in assisting individuals and families with the financial challenges and issues faced with retirement planning, and investment portfolio management. We realize every client’s situation is unique; that’s why Lehner Carroll Shope Capital Management offers a wide array of financial programs tailored to each client’s specific financial plans and needs.

Partners Brian M. Lehner CFP® CEP® and Amy Shope have over 50 years combined experience and specialize in comprehensive financial plans to help you work toward reaching your investment goals. Amy focuses on special needs planning and hosts a variety of women focused events. 

Lehner Carroll Shope Capital Management provides a wide array of investment styles and specializes in endowment style investing. We firmly believe that every situation is unique and no single investment company or financial account is right for everyone. As a boutique firm we have access to a vast network of financial providers to choose from.

Meet the Team of Lehner Carroll Shope Capital Management