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Schrock Financial

(1)

“Excellent”

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Pbmares

(1)

Transaction Advisory Services, Tax, Wealth Management

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

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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

“Dusty joined the Good Wealth Management team in April 2021. He brings considerable industry experience to our team: as a Regional Supervisory Principal, he most recently supervised over 130 Financial Advisors at LPL Financial; and as a Senior Branch ...”

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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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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Hess Financial

Divorce Planning, Overview, Financial Planning

“You'll see our motto everywhere because we believe it speaks to the power that comprehensive financial planning can have on your life. No matter what you do, "life" is going to happen. The markets are going to fluctuate,you aregoing to be hit with un...”

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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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THE Marshall & Whatley Investment Group

Tell A Friend

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

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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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Long Insurance & Financial Services

“Welcome to Long Insurance & Financial Services Insurance - Health, Life, Long Term... / Medical Billing Services / Financial Advisor / Investments. Dental Billing. Dreama Long”

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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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Horizon Accountants

“Ever since I entered public accounting I enjoyed working on tax returns and researching complex things. I became an expert on Alternative Minimum Tax and financial institutions as I worked on bank audits. Tax season was fun for me and still is today....”

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Strategic Financial Group

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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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Wilkinson Wealth Management

(1)

Physicians, Individuals and Retirees, Attorneys and Cpas

“Thoughtful, attentive, great follow-through”

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Vitt Law Offices PLC

(5)

“It was great to work with Loretta.”

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Barnett Financial Group

(1)

Symbol Lookup, Charting, Multi Quote

“Been a client for years.”

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Woods and Waters Financial Group

Insurance, Financial Planning, Overview

“Adrian, Loni, and Yvonne want you to have access to better advice and provide a safe place for you to cut through the noise that is constantly surrounding all of us.”

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Nel Tax and Financial Solutions

(14)

Questions

“I hosted a three day conference for women in business and the owner of Nel Tax and Financial Solutions, Shan-Nel Simmons, was our Saturday morning opening speaker.”

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Solitude Financial Services

“Solitude Financial Services (“SFS”) is a registered investment adviser located in Charlottesville, Virginia. SFS is registered with the SEC which allows it to conduct business with clients living in any US state. SEC Registration does not imply any l...”

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Well Planned Financial

Education Planning, Retirement Planning, Investment Management

“Learn how to better manage your current financial situation and begin building for a better financial future. With the right guidance and proper planning, pursuing the American Dream is still within reach, no matter how uncertain that goal may seem n...”

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Hantzmon Wiebel

(5)

Tax, Audit, Advisory

“Mark Wheeler is as client service-focused as anyone I've encountered.”

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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.

Schrock Financial

Pbmares

Larson Wealth Management

LPL Financial

Stern & Heatwole Financial Group

Hess Financial

Park View Financial Advisors

Loomis Wealth Management

THE Marshall & Whatley Investment Group

Couric Financial

Strategent Financial

Long Insurance & Financial Services

Being Financial

Horizon Accountants

Strategic Financial Group

Crestone Financial Advisors

Wilkinson Wealth Management

Vitt Law Offices PLC

Barnett Financial Group

Woods and Waters Financial Group

Nel Tax and Financial Solutions

Solitude Financial Services

Well Planned Financial

Hantzmon Wiebel

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