Best Financial Advisors in Harrisonburg

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.6/5.0
Average Rating

Harrisonburg Financial Landscape

Harrisonburg's economy is driven by education, healthcare, and agriculture. The city benefits from a strong local university presence and a growing job market.

Major industries
Education, Healthcare, Agriculture
Population
51.4K (metro: 51395)
Median household income
$54,000
Unique needs
Harrisonburg requires tailored financial advice focusing on education and healthcare sectors.
Market Insights
Economic Growth
According to BEA (2023), Harrisonburg's GDP growth has been steady, driven by educational services and healthcare expansion.
Wealth Demographics
According to Census (2023), the median income in Harrisonburg is $54,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Harrisonburg are increasingly focusing on education and healthcare sectors.
Local Considerations
Cost of Living
According to BLS (2024), Harrisonburg's cost of living is lower than the national average, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), the real estate market in Harrisonburg is competitive, with rising home prices and limited inventory.
Business Environment
According to Fortune (2024), Harrisonburg's business climate is favorable, with support for startups and established businesses alike.

Top 5 Financial Advisors in Harrisonburg

Larson Wealth Management
★ ★ ★ ★ ★ 5
Loomis Wealth Management
★ ★ ★ ★ ★ 5
B Brian Burkholder - Financial Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Hess Financial
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Gannon D Irons, AAMS®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Harrisonburg, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Harrisonburg-Specific Expertise
For Harrisonburg residents working in Education, Healthcare, Agriculture, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Harrisonburg's economy is heavily reliant on education; diversify investments to mitigate risks. Monitor housing market trends to avoid bubble risks, and prepare for potential flooding.

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