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Beachy Arehart

(2)

Industries, Services For Quickbooks, Business Services

“Ryan Boggs is exceptional and always answers our questions thoroughly and in a way that we can understand.”

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Stern & Heatwole Financial Group

Individuals, Businesses

“With more than 90 years of combined experience, Stern & Heatwole Financial Group is dedicated to building long-term relationships with both individuals and businesses through quality work and personal service. Our philosophy is based on long-term inv...”

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Larson Wealth Management

“Are you one of the millions of Americans who pay too much in taxes? Sure, taxes are a fact of life, but many people fail to be proactive in their tax planning. As a result, these people needlessly pay tax to the government that should be spent on fam...”

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LPL Financial

“Client Services Associate Alexandra Zolga is an adept Operations Manager with over a decade of exceptional experience at large ï¬rms aï¬liated with LPL Financial. With a devotion to understanding organizational strategy, Alexandra has a proven back...”

FAQs

What makes GWM Different?

Our flexibility. Great, we do too. Absolutely, we work with all of these companies. Flexibility such as ourfirm offers is rare, and is one of the many considerations clients weigh, when choosing to work withGood Wealth Management.

What can I expect at my consultation?

A lot of questions. While you may have a lot of questions for us, we will also need to ask you several questions to make sure that we are a good fit for you as your financial advisor. We spend time during the first meeting homing in on your goals and objectives to see if we are the best fit for your needs. While our style would be described as active managers, we do not day typically trade individual stocks on a daily basis.

Why does your site refer to LPL Financial?

They are one of several investment companies that we have chosen to custody your assets with. You have likely also heard of the other companies, Fidelity, Charles Schwab, and TD Ameritrade. If you would prefer that we custody your funds with a specific provider, just let us know and we can try to accommodate. We believe this flexibility and financial independence differentiates us from other firms.

Who is your typical client?

While every client is unique, our clients are generally persons who want a professional opinion regarding their current financial strategy and have investable assets of $400-500k. The dollar figure amount at which people feel they need the help of a professional is subjective and varies per client. We have clients with fewer and larger amounts of investable assets.

We do have more answers on the FAQ page on our website.

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Hess Financial

Divorce Planning, Financial Planning, Ongoing Planning

“When planning for your future feels challenging, Hess Financial is here to help. Our financial planning team translates complex topics into nuggets of information that are easy to understand. We develop recommendations based on your unique situation ...”

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Schrock Financial

(2)

“As a common person who doesn't understand the ins and outs of finance they're completely transparent and happy to answer any questions you have.”

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Park View Financial Advisors

“Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Park View Federal Credit Union and...”

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Loomis Wealth Management

(6)

“Curtis is a very knowledgeable advisor.”

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Pbmares

(1)

Tax, Wealth Management, Audit & Assurance

“We have always received excellent service from all levels of their staff, especially our current account manager Ed Yoder.”

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Long Insurance & Financial Services

(2)

“Unfortunately, due to me having a business license in NC, he informed me his company would not be able to provide insurance for me.”

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Couric Financial

“Couric Financial Partners LLC is an Independent Financial Advisory Firm located in Harrisonburg, VA.”

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Strategent Financial

“Strategent Financial primarily serves a select group of clients, primarily high net-worth individuals and families, businesses, 401(k)'s, and non-profit organizations. Our clients receive tailored solutions specific to their unique situations. Contac...”

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THE Marshall & Whatley Investment Group

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“Online access for D.A. Davidson clients to review accounts, read proprietary research and commentary, and monitor model portfolios.”

Featured

Join us in celebrating our future navigators in Great Falls! nnLast weekend, we welcomed 17 students to our 2024 “Business in a Day” event. This annual event bridges the gap between education and real-world business insights. Local high school students benefit from the invaluable insights shared by industry leaders, equipping them for successful careers. nnThrough our partnership with Great Falls Public Schools, a powerful video was created featuring two of D.A. Davidson’s very own: Madeline Creek, Operations Associate, & Tristen Knick, IT Associate. In this video, they share how this program has uniquely prepared them for their futures.nnAt D.A. Davidson, our vision extends beyond financial markets. Our commitment to community engagement extends beyond events. We invest in our youth, providing career paths and mentorship.nn#DADavidson #CommunityEngagement #YoungProfessionals #FutureNavigators #BusinessInADay...

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Being Financial

“I agree that The Prudential Insurance Company of America, Pruco Securities LLC, Assurance IQ, LLC and their affiliates ("Prudential") can contact me for marketing purposes by phone call or text (including with an auto dialer and even if you've reques...”

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Mossy Creek Wealth

“Nestled in the Shenandoah Valley, on the Mossy Creek Wealth property, sits a crystal clear creek where two smaller creeks merge. Step into it with your bare feet and you can see every rock, pebble and tadpole ahead of your every step. This is the kin...”

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Strategic Financial Group

(1)

“Judy at Strategic Financial Group is extremely knowledgeable and has been a huge help to me, I wish I had found her years earlier.”

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Crestone Financial Advisors

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“Every client is different so this can vary, but an estimate is 0.25% per quarter for the first 1 million and 0.125% per quarter for amounts above 1 million. At the initial meeting we would be able to give you an exact breakdown of the costs based on ...”

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XNE Financial Advising

(50)

The Future
Email
Expertise

“I have known Xavier for over 15 years or more and can honestly say his work is impeccable and I have never known anyone to complain or find fault with his work.”

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Wilkinson Wealth Management

(2)

Physicians, Individuals and Retirees, Attorneys and Cpas

“My questions are quickly answered with patience and detail and Jackie takes care to listen to the priorities of her clients, while also offering practical, sound advice.”

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Vitt Law Offices PLC

(6)

“Glad we have them”

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Woods and Waters Financial Group

(1)

Insurance, Financial Planning, Overview

“That's my dad”

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Nel Tax and Financial Solutions

(13)

Questions

“She is dedicated in proving the best service to her clients and that means a lot when people open franchises of tax preparation and they do not know anything.”

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Campbell Financial Services

(1)

“Jeff and Andrew are knowledgeable and truly work for you!”

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Scovan Financial Services

Retirement Planning, Risk Management, Portfolio Management

“We haven't helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategi...”

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Average Cost	$3112
Minimum cost	$1038
Maximum cost	$8817
Avg Per Hour Rates	$312

Best Financial Advisors in Harrisonburg, VA

The highest-rated Financial Planning & Wealth Management companies out of 174 vetted & reviewed in the Harrisonburg area.

Beachy Arehart

Stern & Heatwole Financial Group

Larson Wealth Management

LPL Financial

Hess Financial

Schrock Financial

Park View Financial Advisors

Loomis Wealth Management

Pbmares

Long Insurance & Financial Services

Couric Financial

Strategent Financial

THE Marshall & Whatley Investment Group

Being Financial

Mossy Creek Wealth

Strategic Financial Group

Crestone Financial Advisors

XNE Financial Advising

Wilkinson Wealth Management

Vitt Law Offices PLC

Woods and Waters Financial Group

Nel Tax and Financial Solutions

Campbell Financial Services

Scovan Financial Services

Retirement Planning and Investment Management Services in Harrisonburg, VA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Harrisonburg

Popular in Harrisonburg