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Find Retirement Advisors for Retirement Planning in Harrisonburg, Virginia

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Harrisonburg, Virginia

Last Updated - April 25, 2025

Harrisonburg has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Harrisonburg, Virginia have an average of 13 years of experience.

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List of Qualified Retirement Planning Advisors in Harrisonburg, Virginia

advisor
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BRB Wealth

Qualifications
CRD# 6009188
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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Top 2 Retirement Planning firms in Harrisonburg, Virginia (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

100 South Mason Street, Suite C
Harrisonburg, VA, 22801
$1,081,499,052121710
A percentage of AUM
2

185 Neff Avenue, Suite 102
Harrisonburg, VA, 22801
$262,816,0451215
A percentage of AUM, Hourly charges, Fixed fees, Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)

Information on Top Retirement Planning firms in Harrisonburg, Virginia

QualificationsFirm CRD# 298283

Assets Under Management $1,081,499,052

No. Of Clients1217

Clients Per Financial Advisor122

GRAVES LIGHT LENHART is a financial advisory firm situated in Harrisonburg, Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1217 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
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QualificationsFirm CRD# 148173

Assets Under Management $262,816,045

No. Of Clients121

Clients Per Financial Advisor24

STRATEGENT FINANCIAL, LLC is a financial advisory firm situated in Harrisonburg, Virginia. With a nearly $263M assets under management, the firm specializes in crafting personalized retirement planning solutions for 121 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

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