Find Top Financial Advisors in Harrisonburg, Virginia

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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.

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Finding the Top Financial Advisor in Harrisonburg, Virginia
Last Updated - 23-Nov-2022

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
544 S. Main St,
Harrisonburg, VA 22801
15+ Not Specified $500,000 Fee-Based

Information on Qualified Financial Advisors in Harrisonburg

Compensation/Fee Fee-Based, Flat Fee, Based on Assets

Office Location 544 S. Main St,
Phone Number 540-801-8000

About Good Wealth Management

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
100 South Mason Street , Suite C,
Harrisonburg, VA 22801
$1,033,284,313 1108 A percentage of AUM
185 Neff Avenue , Suite 102,
Harrisonburg, VA 22801
$244,180,228 111 A percentage of AUM
Hourly charges

    List of Additional Advisors in Harrisonburg, Virginia*

    * 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
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      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?