Graves Light Lenhart Private Wealth Management provides experienced wealth management and investment strategies for clients in Virginia and beyond. We use data-driven systems to create custom portfolios for a comprehensive approach to managing your wealth.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Strategent Financial, LLC was founded by Dale S. Lam to provide financial advisory and wealth management services to a select group of clients. The foundational underpinnings for Strategent’s client service strategy is that successful individuals and families require and deserve sound financial strategies, investment management and advisor oversight. In essence, Strategent provides a “personal” chief financial officer service to its clients, just as successful corporations rely upon a chief financial officer to execute and manage their financial concerns. Through its consultative client service, Strategent provides a comprehensive financial solution to meet the needs of its clients. By thoroughly understanding its clients’ goals and objectives, Strategent is well positioned to provide the appropriate investment plans and advanced planning tools that they require. Strategent Financial is an independent, fee-only advisory firm. As a registered investment advisory firm, Strategent has a fiduciary responsibility to its clients. Strategent is compensated solely from its clients and does not receive commissions from third parties for selling products.

Welcome to Larson Wealth Management, your source for full-service comprehensive financial and retirement planning in Harrisonburg, VA. Our goal is to provide you with objective, pertinent, timely financial advice as we work alongside your CPA, attorney, and other advisors as we implement and monitor your financial plan. We have the experience and tools to help strategically formulate your financial plan and keep you on the right path as you go through your retirement planning. The LPL Financial Registered Representative associated with this page may discuss and/or transact securities business with representatives of the following states: Virginia, Maryland, District of Columbia, West Virginia, Tennessee, New York, Florida, Pennsylvania, North Carolina, Arizona, Georgia, South Carolina, and Massachusetts. For a list of states in which we are licensed to do business, please visit www.larsonwealthmgt.com Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.sipc.org