The 5 Best Financial Planners Around Harrisonburg

Choosing a financial planner is about more than managing money—it’s about finding a trusted partner to help navigate life’s milestones and goals. In this year’s Best of the Valley readers’ choice contest, voters recognized financial professionals who provide personalized advice, thoughtful planning, and long-term support to help clients build secure futures.

The Frakes Group – Wells Fargo Advisors offers comprehensive financial strategies tailored to individual needs. With a focus on retirement planning, wealth management, and investment guidance, The Frakes Group helps clients pursue their goals with customized plans and attentive service backed by the strength of Wells Fargo Advisors.

Dean Wealth Management provides independent financial planning and investment management with an emphasis on transparency and client education. Known for creating customized strategies, Dean Wealth helps individuals, families, and business owners align their financial decisions with their long-term objectives.

Morgan Eye – Edward Jones offers personalized financial strategies through the Edward Jones model of client-focused service. From retirement savings and college planning to insurance solutions and investment guidance, Morgan Eye provides approachable, one-on-one support designed to simplify financial decision-making.

Strategent Financial delivers holistic financial planning that includes retirement, estate, tax, and risk management strategies. Their team emphasizes proactive advice, helping clients plan for the expected and prepare for the unexpected with clear, tailored guidance.

Schrock Financial focuses on creating comprehensive, values-based financial plans. Offering retirement planning, investment management, and insurance services, Schrock Financial builds long-term relationships with clients, working to ensure their financial plans reflect both their goals and their principles.

These financial planners reflect what Best of the Valley voters value most: trusted advisors who blend expertise with a commitment to helping clients achieve peace of mind and financial security.

Thanks, ChatGPT.