Why Choose Us
Financial planning is what we do, but more importantly, it's how we think wealth management should work—straightforward, comprehensive, and focused on your life, not just your portfolio.
Elijah Morgan CFA, CFP®
Elijah Morgan co-founded Morgan & Shinault Wealth Advisors based on the idea of helping people reach their idea of wealth. Elijah works with you to understand your financial situation and helps build a plan for the goals you want to accomplish, whether that is preparing for retirement, leaving money to kids, or being tax smart with your investment portfolio. A financial plan is a road map to achieve those goals.
He graduated from Radford University with a Bachelor of Business Administration in Finance and is a Certified Financial Planner™ professional. Elijah is also a Chartered Financial Analyst. Earning the CFA® charter requires passing a rigorous, multi-year program recognized globally as the gold standard for investment professionals. Fewer than one in five candidates successfully complete all three levels of the program.
Elijah holds his Series 65- Uniform Investment Advisor Law Exam license. He has passed the FINRA Series 7, 63 exams and has his Life, Health, and Annuities license. He is an Investment Advisor Representative with Cetera Wealth Services℠.
Elijah is from Hillsville, Virginia, and now lives in Wytheville, VA with his Wife, Faith, and golden retriever Murphy. Outside the office, he enjoys traveling, weightlifting, and spending time with friends and family.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Dane Shinault CFP®
Dane Shinault, CFP® helped found Morgan & Shinault Wealth Advisors based on the idea that meaningful client relationships are at the heart of a firm’s success. Very early on, Dane knew his true passion was not only to manage client’s investments, but to also help them identify and reach their own definition of wealth through financial planning.
As a Wealth Advisor, Dane focuses on providing holistic financial planning and investment management for his clients. He oversees portfolios and total financial pictures as they relate to retirement, tax, insurance, and estate planning for clients of Morgan & Shinault Wealth Advisors. Dane loves getting to know clients not just in terms of finances, but also on a personal level which helps him understand their unique challenges so that he can help find a path around the obstacles they face and discover new ways for them to reach their goals. Dane educates clients on their options, provides personally tailored recommendations, and facilitates implementation of the chosen path forward.
Dane grew up in Hillsville, Virginia and now lives in Galax with his wife, Hannah, their two sons Easton and Kai, and their two dogs Oliver and Gracie. Outside of the office Dane enjoys spending time with his wife and family, watching sports, playing golf, and drag racing. He is a proud Virginia Tech alumni and enjoys following all of their sports teams, especially football.
B.S., Business (Finance) with a concentration in the Certified Financial Planning Track, Virginia Tech CERTIFIED FINANCIAL PLANNER™ Professional Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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The Chartered Financial Analyst (CFA®) designation is one of the most respected credentials in the investment profession. It represents a deep mastery of investment analysis, portfolio management, and ethical decision-making.
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Earning the CFA® charter requires passing a rigorous, multi-year program recognized globally as the gold standard for investment professionals. Fewer than one in five candidates successfully complete all three levels of the program.
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For our clients, this means your portfolio is managed with the same analytical rigor and ethical responsibility that define the world’s leading institutional investors — helping you protect and grow your wealth with confidence
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To earn the CFP® designation, advisors must complete a rigorous process that includes:
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Extensive Education: Completing a college degree and specialized coursework in areas such as investments, tax planning, retirement, and estate planning.
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Comprehensive Exam: Passing a demanding 6-hour exam that tests their ability to apply knowledge in real-life financial scenarios.
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Real-World Experience: Gaining thousands of hours of hands-on experience working directly with clients.
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Ethical Standards: Upholding a strict code of ethics and acting as a fiduciary — meaning they are legally and ethically required to put your best interests first.
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The CFP® designation signals a commitment to competence, integrity, and fiduciary responsibility. For clients, it means working with an advisor who:
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Looks at your entire financial picture (not just investments)
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Is trained to coordinate tax, retirement, estate, and insurance strategies
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Must act in your best interest, not just offer suitable advice
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Has completed extensive education and testing to meet the highest professional standards
At Morgan & Shinault Wealth Advisors, we believe financial planning should be comprehensive, proactive, and deeply personal. That’s why we’ve earned the CFP® designation — to give you the confidence that your financial future is being guided with the highest level of care and expertise.