Find a Financial Advisor in Harrisonburg, VA

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We Only Work With The Best Harrisonburg Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Harrisonburg, VA

  • Financial Advisor Close to Harrisonburg, VA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Harrisonburg, VA

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Harrisonburg, VA

We evaluated over 13,000 RIA firms to bring you the best of the best Harrisonburg financial advisors.
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How Retirement-Friendly is Harrisonburg, VA?

  • Population: 53,273
  • % of Population 62 Years and Over: 10.7%
  • Average Home Value: $209,000
  • Average Monthly Housing Cost: $920
  • Average Household Income: $65,667
  • Virginia Total Tax Burden: 7.86% (14th Lowest in U.S.)
  • Virginia Property Tax: 2.93% (22nd Highest in U.S.)
  • Virginia Individual Income Tax: 2.87% (11th Highest in U.S.)
  • Virginia Sales and Excise Tax: 2.06% (6th Lowest in U.S.)


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The Top Financial Advisor Firms in Harrisonburg, VA

 

STRATEGENT FINANCIAL, LLC

Website

(540) 437-1222

185 Neff Avenue
Suite 102
Harrisonburg, VA 22801

SEC#: 801-112356
Years in Business: 4 years

GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.

Website

(540) 433-3076

100 South Mason Street
Suite C
Harrisonburg, VA 22801

SEC#: 801-113908
Years in Business: 3 years

PBMARES WEALTH MANAGEMENT LLC

Website

(540) 434-5975

558 South Main Street

Harrisonburg, VA 22801

SEC#: 801-62425
Years in Business: 18 years

ACORN FINANCIAL ADVISORY SERVICES, INC.

Website

(540) 442-1199

Chip Ware And Don Heishman
3211 Peoples Drive Ste 110
Harrisonburg, VA 22801

SEC#: 801-66477
Years in Business: 16 years

PBMARES WEALTH MANAGEMENT LLC

Website

(540) 434-5975

558 South Main Street

Harrisonburg, VA 22801

SEC#: 801-62425
Years in Business: 18 years

PROEQUITIES INC

Website

(540) 437-7422

841 Mt Clinton Pike
Suite A
Harrisonburg, VA 22802

SEC#: 801-56010
Years in Business: 23 years

PROEQUITIES INC

Website

(540) 564-6111

1675 C Virginia Ave

Harrisonburg, VA 22802

SEC#: 801-56010
Years in Business: 23 years

PBMARES WEALTH MANAGEMENT LLC

Website

(540) 434-5975

558 South Main Street

Harrisonburg, VA 22801

SEC#: 801-62425
Years in Business: 18 years

ACORN FINANCIAL ADVISORY SERVICES, INC.

Website

(540) 442-1199

Chip Ware And Don Heishman
3211 Peoples Drive Ste 110
Harrisonburg, VA 22801

SEC#: 801-66477
Years in Business: 16 years

 


Harrisonburg, VA Financial Advisor FAQs

Harrisonburg is a city in the Commonwealth of Virginia, United States, located in the Shenandoah Valley. Some of the nearby cities are Staunton, Waynesboro, Charlottesville, and Culpeper. Rocco Enterprises is the largest employer in Harrisonburg, Virginia. With 3,464 employees, it is a major player in the hotel business. James Madison Institution (JMU), a public research university with nearly 20,000 students, and Eastern Mennonite University (EMU), a private, Mennonite-affiliated liberal arts university, are both located in Harrisonburg. Finance Strategists has scouted for premier financial advisors in Harrisonburg, VA, an independent city in the Shenandoah Valley region. It is known to be the home of James Madison University, Eastern Mennonite University, and Mennonite-affiliated liberal arts university. It is considered the county seat of the surrounding Rockingham County, although these are separate jurisdictions. See the list below for financial advisors working nearby.

First, ask for a few references. This will show you how he has treated former clients. Next, ask about their fees and commissions. Find out what they are up front so that you know what the initial investment is before it's compounded by very high rates of return or managed mutual funds.

Financial advisors are paid on a scale, depending on what they offer. The fees depend on the work they do for you.

A good financial advisor is invaluable. They are vital in helping to develop an educationally sound plan with achievable goals, which will also help with retirement planning, taxation strategies and minimize the likelihood of becoming bankrupt.

In order to choose a financial advisor, you need to figure out what your long term goals and risk tolerance are. Once that is determined, you can look at the advisors and see how well they fit with what you're looking for.


Other Nearby Financial Advisors

Harrisonburg, VA
Culpeper County, VA
Stafford County, VA
Calvert County, MD
Morrisville, NC