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Our partners will never sell investment products they receive a commission from
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Our Process for Choosing
An Independent Financial Advisor in Harrisonburg, VA
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Financial Advisor Close to Harrisonburg, VA
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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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
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.
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
(540) 437-1222185 Neff Avenue
Suite 102
Harrisonburg, VA 22801
SEC#: 801-112356
Years in Business: 4 years
GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.
(540) 433-3076100 South Mason Street
Suite C
Harrisonburg, VA 22801
SEC#: 801-113908
Years in Business: 3 years
PBMARES WEALTH MANAGEMENT LLC
(540) 434-5975558 South Main Street
Harrisonburg, VA 22801
SEC#: 801-62425
Years in Business: 18 years
ACORN FINANCIAL ADVISORY SERVICES, INC.
(540) 442-1199Chip Ware And Don Heishman
3211 Peoples Drive Ste 110
Harrisonburg, VA 22801
SEC#: 801-66477
Years in Business: 16 years
PBMARES WEALTH MANAGEMENT LLC
(540) 434-5975558 South Main Street
Harrisonburg, VA 22801
SEC#: 801-62425
Years in Business: 18 years
PROEQUITIES INC
(540) 437-7422841 Mt Clinton Pike
Suite A
Harrisonburg, VA 22802
SEC#: 801-56010
Years in Business: 23 years
PROEQUITIES INC
(540) 564-61111675 C Virginia Ave
Harrisonburg, VA 22802
SEC#: 801-56010
Years in Business: 23 years
PBMARES WEALTH MANAGEMENT LLC
(540) 434-5975558 South Main Street
Harrisonburg, VA 22801
SEC#: 801-62425
Years in Business: 18 years
ACORN FINANCIAL ADVISORY SERVICES, INC.
(540) 442-1199Chip 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
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