Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Shannon W
Series 66
Harrisonburg, VA
Acorn Financial Advisory Services, Inc.
Shannon Ware is a financial advisor at Acorn Financial Advisory Services, Inc. with 22 years of industry experience. She holds the Series 66 designation and has worked at firms including Great Point Capital, LLC, Acorn Financial Advisory Services, The Strategic Financial Alliance, and Triad Advisors. Outside of her advisory role, she is also involved in selling and servicing fixed insurance policies. Acorn Financial Advisory Services provides personalized financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.23 billion across a client base of around 2,300–2,400 and offers both custom and model-based portfolios with discretionary and non-discretionary management on multiple platforms.
Donald H
Series 66
Harrisonburg, VA
Acorn Financial Advisory Services, Inc.
Donald Heishman is a financial advisor with Acorn Financial Advisory Services, Inc. in Harrisonburg, VA, holding a Series 66 designation and eight years of industry experience. He previously worked at Triad Advisors, Inc. and spent nine years at Sentara Healthcare. Outside of advising, he has a minority ownership interest in a family farm. Acorn Financial Advisory Services provides personalized financial planning and investment management to a diverse client base including individuals, families, trusts, and small businesses. The firm manages approximately $1.23 billion across more than 2,300 clients with 11 advisors, offering both custom and model-based portfolios and a range of discretionary and non-discretionary management options.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters