Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.
| Qualified Financial Advisors in Harrisonburg, Virginia | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Dan Uribe
GOOD WEALTH MANAGEMENT 544 S. Main St, Harrisonburg, VA 22801 |
15+ | Not Specified | $500,000 | Fee-Based |
Compensation/Fee Fee-Based, Based on Assets, Flat Fee
Office Location
544 S. Main St,
Harrisonburg,
VA
22801
Phone Number
540-801-8000
With offices in Harrisonburg, VA and Fairfax, VA, Good Wealth Management is a truly independent wealth management firm servicing multigenerational-families and businesses in several states. As an independent firm, we pride ourselves on providing unbiased and conflict-free investment advice based on a thorough understanding of our clientsÂ’ unique circumstances.
Top Financial Advisor Firms in Harrisonburg, Virginia (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Graves Light Lenhart
100 South Mason Street , Suite C, Harrisonburg, VA 22801 |
$1,033,284,313 | 1108 |
A percentage of AUM |
| Strategent Financial, Llc
185 Neff Avenue , Suite 102, Harrisonburg, VA 22801 |
$244,180,228 | 111 |
A percentage of AUM Hourly charges Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS) |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Andy Huggins Inquire with Andy |
4030 Quarles Ct, Harrisonburg, VA 22801 | 540-434-4956 |
| Michael Bowen Inquire with Michael |
373 Neff Ave, Harrisonburg, VA 22801 | 540-434-0432 |
| James Mumaw Inquire with James |
4030 Quarles Ct, Harrisonburg, VA 22801 | 540-438-1723 |
| Nichols Financial Group Inquire with Nichols |
4030 Quarles Ct, Harrisonburg, VA 22801 | 540-438-8173 |
| Stephen Krech Inquire with Stephen |
373 Neff Ave, Harrisonburg, VA 22801 | 540-434-3622 |
| Christopher Goehner Inquire with Christopher |
4030 Quarles Ct, Harrisonburg, VA 22801 | 540-432-0978 |
| Everette F Driver Inquire with Everette |
2565 John Wayland Hwy, Ste 112, Harrisonburg, VA 22801 | 540-434-8278 |
| Nicole Tayman Inquire with Nicole |
4030 Quarles Ct, Harrisonburg, VA 22801 | 540-434-4956 |
| Joshua Kyger Inquire with Joshua |
4030 Quarles Ct, Harrisonburg, VA 22801 | 540-434-4956 |
| The Myrias Group Inquire with Myrias |
4030 Quarles Ct, Harrisonburg, VA 22801 | 540-434-4956 |
Grow your AUM with pre-qualified leads!
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
