Find a Financial Planner in Harrisonburg, VA

 

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We did the hard work of finding trustworthy partners 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.

3rd Party Rankings

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.)



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: 3 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

 


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