Harrisonburg, VA Office

Team
Updated today

Client AUM

$1,187,081,417

Clients

2,584

Advisors

2

Of 18 advisors across 4 offices

Location

3211 Peoples Drive Suite 110

Harrisonburg VA 22801

Advisors at this office

2

Advisors at this office

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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.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Long-term care insurance Retirement income strategy Founder/Business Owner Retired Executive
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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.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Long-term care insurance Retirement income strategy Founder/Business Owner Retired Executive
View complete list of advisors at this office
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