Hess Financial

Hess Financial is a financial planning firm in Harrisonburg, VA, serving individuals and families seeking comprehensive, personalized guidance through life’s financial transitions. The firm specializes in retirement planning, ongoing financial planning, and divorce planning, helping clients navigate complex decisions with clarity and confidence. Led by a team of certified professionals, including CFP® and CDFA® designees, Hess Financial emphasizes education, transparency, and ethical service. The firm serves clients throughout Harrisonburg and surrounding areas, maintaining a 5.00 rating based on customer reviews.

Hess Financial operates as an independent firm founded in 2012 by Stephan Hess, with a mission to simplify financial complexity through collaborative, client-centered planning. The team approach ensures that clients have consistent access to expertise, with advisors proactively reaching out to provide reminders and strategic guidance. The firm values authenticity, strong relationships, and lifelong learning, striving to empower clients through plain-language communication and actionable financial strategies. Services are built on the foundation of comprehensive planning, designed to evolve alongside clients’ changing life stages and goals.

Located at 380 East Market Street in Harrisonburg, the firm sits just a short walk from the Harrisonburg Post Office and Harrisonburg Health Clinic, with North Mason Street and Reservoir Street nearby. The address is directly on East Market Street, a central thoroughfare in the city’s downtown area, placing the firm within close proximity to key civic and community services.

The firm’s reputation for responsive, ethical, and client-focused service is reflected in its perfect 5.00 rating and strong emphasis on ongoing support. Clients consistently highlight the team’s accessibility, clarity, and commitment to long-term financial well-being.

In Harrisonburg, Hess Financial stands out as a trusted partner for those seeking thoughtful, personalized financial planning that supports lasting peace of mind.