Top financial advisors in Harrisonburg, VA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
When you're navigating the housing market in Harrisonburg, VA, especially with its unique Northern Virginia income and federal workforce influences, you need an advisor who understands these local factors. Without this insight, you might misjudge property values or tax implications tied to your financial moves.
- Local market knowledge. Confirm how they incorporate Northern Virginia's income trends and federal employment patterns into your housing and investment plans.
- Tax impact awareness. Ask how they address property tax nuances and potential deductions specific to Harrisonburg.
- Long-term housing strategy. Look for advisors who consider your housing decisions as part of a broader financial plan, not isolated transactions.
- Income variability planning. Ensure they factor in federal workforce pay scales and job stability when advising on housing affordability and financing.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Nathan D
Series 66, Series 63
Harrisonburg, VA
Fidelity
Nathan Dixon's 12 years at Fidelity in Harrisonburg, VA, equip him to navigate local housing market nuances influenced by Northern Virginia income and federal employment. Fidelity's approach blends fundamental research with quantitative analysis, offering active portfolio management and charitable giving expertise, which may provide a broader financial planning perspective compared to smaller firms.
Experience: 12 years
Avg account: $234,793
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Daniel U
Series 66
Harrisonburg, VA
Private Advisor Group, LLC
Daniel Uribe's 18 years of experience and Series 66 license equip him to navigate Harrisonburg's housing market, considering local income trends and federal workforce factors. Affiliated with Private Advisor Group, LLC, a large SEC-registered firm managing over $41 billion, he offers flexible fee options including flat fees and negotiable AUM rates, serving diverse clients from individuals to charitable organizations.
Experience: 18 years
Avg account: $303,047
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Margot A
Series 63, Series 66
Harrisonburg, VA
Raymond James Financial
Margot Allman Smith's 24 years of experience and Series 63 and 66 licenses equip her to navigate Harrisonburg's housing market complexities, including local income trends and federal workforce factors. Affiliated with Raymond James Financial, a large firm offering flat-fee planning and consulting, she serves diverse clients and emphasizes comprehensive financial planning beyond isolated housing decisions.
Experience: 24 years
Avg account: $700,796
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Joshua D
CFP®, Series 65, Series 63
Harrisonburg, VA
Ameriprise
Joshua Dean's expertise in retirement income strategy and Social Security optimization suits those approaching retirement in Harrisonburg, VA, where local income trends and federal workforce factors impact housing decisions. His affiliation with Ameriprise, a large firm offering comprehensive advisory and insurance solutions, and a 0.15% AUM fee structure, distinguishes him from advisors with smaller practices or different fee models.
Experience: 12 years
Avg account: $471,167
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Kyle G
CFP®, Series 65, Series 63
Harrisonburg, VA
Creative Financial Designs, Inc.
Kyle Glenn offers financial advice in Harrisonburg, VA, with a focus on ESG and sustainable investing, as well as options and derivatives strategies, which can be valuable for clients navigating local housing market complexities. His firm, Creative Financial Designs, serves diverse clients including charitable organizations and employer retirement plans, providing a range of fee structures from hourly to retainer, and incorporates Biblical Responsible Investing options, distinguishing him from other advisors.
Experience: 3 years
Avg account: $275,989
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