
410 Neff Ave. Suite 200
Harrisonburg, VA 22801
Financial Advisors

_edited_edited.png)
Jeff Harris






Call
Office: 540-574-2508
Toll-Free: 800-296-2680
Fax: 540-433-3561






Call
Office: 540-574-2508
Toll-Free: 800-296-2680
Fax: 540-433-3561
Our Mission
Our mission is to bring Intelligence, Integrity, truly Individualized value added investment management, and advice to affluent investors putting the clients first and to disregard the agenda's of Wall Street and the giant firms that dominate the industry. Our financial professionals allocate, manage, and monitor client’s assets unlike the typical advisors “one size fits all” management approach.
Our investment goals are to consistently achieve reasonable returns on investments over time based on an investment policy statement and plan specifically created for the individual client. The investment policy statement considers the lifestyle, goals, risk tolerance, time horizon, and successors of the investor. We prefer consistent and reasonable to sporadic and extreme. Our selection process favors recognition over discovery.