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Find The Best Financial Advisors in Harrisonburg, Virginia

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Harrisonburg is a tedious task to do. give you extensive options to compare best advisors in Harrisonburg & pick the one as per your needs

How To Find The Best Financial Advisors in Harrisonburg, Virginia

Last Updated - 26-Mar-2023

If you’re looking for qualified financial advisors in Harrisonburg, Virginia, is a useful resource. We've compiled a list of the 0 vetted financial advisors and 26 non-vetted financial advisors in Harrisonburg, Virginia, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Harrisonburg, Virginia have an average of 0 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Harrisonburg, Virginia

Top Financial Advisor Firms in Virginia (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
100 South Mason Street, Suite C Harrisonburg, VA 22801
298283 $1,033,284,313 1108 A percentage of AUM
185 Neff Avenue, Suite 102 Harrisonburg, VA 22801
148173 $244,180,228 111 A percentage of AUM
Hourly charges

Additional Financial Advisors in 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

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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