Best Financial Advisors in Harrisonburg, Virginia

Morris & Wells is an independent, fee-only wealth management firm in Charlottesville specializing in comprehensive financial planning and investment management. Founded on fiduciary principles, they work with individuals and families to set goals, construct customized portfolios, optimize cash flows, and coordinate with tax and estate planning professionals. Their services include retirement planning, 401(k) plan design and management, 529 educational savings plans, and multi-generational wealth strategies.

Glenn Financial is an independent financial advisory firm in Harrisonburg, VA, founded by Kyle Glenn and Todd Glenn. They specialize in comprehensive financial planning for business owners and retirees, offering investment management, tax optimization, retirement income planning, legacy and charitable giving strategies, and values-aligned investing. Their "Think On It" process provides a complimentary initial consultation and financial review with no obligation, helping clients answer key questions about tax efficiency, investment alignment, and future planning.

Loomis Wealth Management is an independent financial advisory firm serving Harrisonburg and the surrounding region. They specialize in comprehensive financial planning, including retirement planning, college savings strategies, and investment management with a long-term, balanced approach to risk and reward. The team helps clients make informed decisions about IRAs, savings adequacy, and investment timing.

B Brian Burkholder is a financial advisor with Ameriprise Financial Services in Harrisonburg, VA, offering comprehensive financial planning services including investment management, retirement planning, estate planning, and insurance products. With multiple professional certifications including AAMS, AWMA, and CLTC, he specializes in asset management, wealth management, and long-term care planning for individuals and small business owners. His deep expertise across annuities, portfolio management, and specialized planning for life transitions makes him a well-credentialed resource for complex financial situations.

Being Financial is a comprehensive financial planning firm in Harrisonburg helping clients define their retirement vision and build tailored financial plans to support it. Founded by Jared Troutman and Mandy Leeth, the firm specializes in retirement planning, tax strategies, estate planning, investment management, risk management, Social Security optimization, long-term care planning, and charitable giving. They focus on understanding your values and goals first, then creating clear, simple strategies without overwhelming sales pitches.

Dave Rao is a Financial Advisor with Raymond James in Harrisonburg, VA, offering comprehensive financial planning and investment management services. With a focus on personalized wealth strategies, Dave works with clients to build and preserve their financial futures through tailored advice and professional guidance.

Wilkinson Wealth Management, LLC is an independent financial advisory firm in Charlottesville serving clients with comprehensive wealth management, retirement planning, and investment management services. The firm works with individuals and families to develop customized financial strategies aligned with their long-term goals. They focus on building lasting client relationships through personalized service and transparent communication.

Acadia Wealth Advisors is an independent financial advisory firm serving Charlottesville and surrounding areas, offering comprehensive wealth management, investment advisory, and financial planning services. The firm works with clients to develop personalized financial strategies aligned with their long-term goals, whether for retirement, education savings, or wealth preservation.

Edward Jones Financial Advisor Morgan B Eye, CFP® provides comprehensive financial planning and investment management services to individuals and families in the Harrisonburg area. As a CFP® professional, Morgan offers retirement planning, investment strategy, and personalized financial guidance tailored to each client's goals. Edward Jones is a well-established brokerage firm known for its local branch approach and focus on long-term relationship building.

Stern & Heatwole Financial Group is an independent financial advisory firm serving the Harrisonburg area with comprehensive wealth management and financial planning services. The firm helps clients across various life stages develop personalized strategies for retirement, investments, and long-term financial goals. They combine professional expertise with a client-focused approach to guide individuals and families toward financial security.

Schrock Financial is an independent financial advisory firm serving the Harrisonburg area with comprehensive planning and investment management services. They work with clients to develop personalized financial strategies and manage portfolios aligned with individual goals. Their independent status allows them to provide objective advice tailored to each client's unique situation.

Joshua Lowe is a CFP® Certified Financial Planner at Edward Jones in Harrisonburg, VA, specializing in retirement planning, investment management, wealth strategies, and financial planning for entrepreneurs and business owners. He helps clients with employee stock options, charitable giving strategies, and major financial life events. Lowe accepts new clients and offers complimentary introductory consultations to discuss personalized financial strategies.

Wells Fargo Advisors is a registered broker-dealer offering investment and insurance products through a team of financial advisors in Harrisonburg, Virginia. The branch provides personalized financial advisory services to help clients with their investment portfolios and insurance needs. As part of Wells Fargo & Company, they leverage institutional resources while serving the local Harrisonburg community.

Edward Jones financial advisor Kathy L Armentrout, AAMS®, provides comprehensive financial planning and investment management services to individuals and families in the Harrisonburg area. With a focus on personalized guidance, she helps clients navigate retirement planning, investment strategy, and long-term financial goals. As part of Edward Jones, a nationally recognized firm, she brings established resources and fiduciary principles to her client relationships.

Larson Wealth Management provides comprehensive personal financial planning and wealth management services to help clients in Virginia achieve confident retirements. Founded on the principle that financial planning should be clear and understandable, they specialize in retirement planning, tax strategy coordination with CPAs, and investment management. Their approach focuses on identifying opportunities and challenges specific to each client's situation, with transparent fee structures and personalized guidance throughout the planning process.

Hess Financial is an independent financial advisory firm serving the Harrisonburg area with comprehensive wealth management and financial planning services. They work with individuals and families to develop personalized strategies for investing, retirement planning, and long-term financial goals. The firm is committed to providing professional guidance tailored to each client's unique circumstances.

LPL Financial is a brokerage and investment advisory firm offering comprehensive financial planning, investment management, and retirement planning services to individuals and small business owners. Operating through independent advisors in Harrisonburg, they provide personalized wealth management strategies tailored to clients' long-term goals. LPL Financial combines extensive research resources and investment options with a client-focused approach to help build and preserve wealth.

Janney Montgomery Scott is a full-service investment and financial advisory firm serving the Harrisonburg area. They provide comprehensive wealth management, retirement planning, investment management, and financial advisory services to individuals and businesses. With over 150 years of industry experience as an established brokerage firm, they offer personalized guidance backed by professional advisors dedicated to helping clients achieve their financial goals.

Lifetime Financial Planning is an independent financial advisory firm located in downtown Leesburg, VA, offering comprehensive financial planning and investment management services to individuals and families. The firm focuses on personalized wealth management strategies tailored to each client's unique goals and circumstances. They specialize in helping clients build and preserve wealth through strategic planning and disciplined investment approaches.

W3 Financial Group is an independent financial advisory firm serving the Ashburn area, offering comprehensive financial planning and investment management services. The team works with clients to develop personalized strategies for wealth building, retirement planning, and long-term financial goals. They provide fee-based advisory services designed to align their interests with their clients' success.

Gannon D Irons is a Financial Advisor with Edward Jones in Harrisonburg, VA, holding designations as a Chartered Estate Planner (CEPA®) and Accredited Asset Management Specialist (AAMS®). He provides comprehensive financial advisory services including investment management, retirement planning, and estate planning strategies tailored to individual clients' needs.

Dean Wealth Management is a financial advisory firm located in downtown Harrisonburg specializing in personalized wealth management services. Led by experienced advisors, they help clients build and protect their financial futures through comprehensive planning and investment strategies tailored to individual goals.

Graves Light Lenhart is a wealth management and financial advisory firm located in Harrisonburg, serving individuals and families throughout the Shenandoah Valley. Led by experienced advisors, they provide personalized financial planning and investment management tailored to their clients' unique goals and circumstances.

Lori Shifflett Leathers is a Primerica financial services representative serving the Harrisonburg area, offering personalized financial planning and insurance solutions. She works with clients to build comprehensive financial strategies tailored to their individual circumstances and goals.

LifeBranch Wealth Partners is an Ameriprise Financial Services office in Harrisonburg offering comprehensive financial planning and investment management. The team helps clients develop personalized wealth strategies covering retirement planning, investment allocation, and financial goals.

New York Life is a financial services firm located in Harrisonburg offering life insurance, retirement planning, and investment products. As part of the New York Life organization, they provide personalized financial guidance to help clients build and protect their wealth.

Merrill Lynch Wealth Management in Reston offers comprehensive financial advisory services as part of the globally established Merrill Lynch platform. Their advisors work with clients on investment management, retirement planning, and wealth strategy. Located in Reston's Freedom Drive corridor, they serve Northern Virginia professionals and families seeking institutional-grade financial guidance.

Virginia Wealth Advisors of Janney Montgomery Scott is a financial advisory firm in Harrisonburg offering comprehensive wealth management services. Backed by Janney Montgomery Scott, a long-established investment and financial services firm, they provide personalized financial planning and investment management to help clients build and preserve wealth.