Hess Financial

Hess Financial is a Financial Planner in Harrisonburg, VA, located at 380 E Market St. The firm translates financial complexity into simple, straightforward strategies to support clients through every stage of life. Its comprehensive planning process covers retirement, life transitions, and general decision-making, providing actionable steps to help clients feel confident. The team emphasizes a concierge level of service, proactively reaching out with reminders and smart strategies before clients even ask for help. It holds a 5.00 rating based on customer reviews.

Hess Financial is an independent financial planning firm established in 2012 by Stephan Hess. The firm works with a team of professionals rather than a single advisor, cultivating an environment of collaboration to ensure support is always available. The team includes Stephan Hess, Robyn Hill, Derek Hess, and Sara Kate Garman, all of whom hold the CERTIFIED FINANCIAL PLANNER™ designation. Additional credentials on staff include CDFA®, JD, CPA, and a Client Service Associate role. The firm’s values center on authenticity, relationships, and education, using plain language to help clients understand their financial picture.

The firm’s approach is rooted in building relationships and empowering clients to take control of their finances. It offers services including Financial Planning, Ongoing Planning, and Divorce Planning. Securities and advisory services are offered through Commonwealth Financial Network®, a Registered Investment Adviser. The firm serves residents in states where its advisors are properly registered or licensed.

Clients consistently rate Hess Financial highly, reflecting the firm’s commitment to personalized attention and responsive service. The 5.00 rating from its reviewers highlights the positive reception of its educational and transparent approach to financial advice.

Hess Financial provides clear, team-based financial planning in Harrisonburg, helping locals navigate complex money decisions with confidence and regular support.

Hess Financial sits on East Market Street, just steps from the main road. It is located about a fifth of a mile from the Harrisonburg Health Clinic and near North Mason Street.

BizScoreAI gives the website a Content Quality score of 100 out of 100. This excellent rating means the site clearly answers customer questions and provides details that AI assistants can quote directly. The Technical score is 89 out of 100, showing the site is secure and easy for search engines to read. Hess Financial ranks number 2 of 3 Financial Planner businesses that BizScoreAI has scored in Harrisonburg.