Loomis Wealth Management

Loomis Wealth Management is a financial planner in Harrisonburg, Virginia. The firm provides comprehensive, fiduciary-driven wealth management, including investment management, financial planning, and risk management. Serving the Shenandoah Valley, the firm specializes in helping individuals and families navigate retirement and estate planning through personalized strategies. The business maintains a 5.00 rating.

The firm operates as an independent investment planning brokerage led by partners William Curtis Loomis, III, a Certified Financial Planner, and William Curtis Loomis, IV. Since 2010, the father and son duo has utilized a fee-based structure designed to tie portfolio performance to the firm's revenue, working directly for the client. Their approach focuses on long-term views regarding specific life events, such as college education or retirement, to assess risk and reward. The team offers complimentary discussions to help clients identify financial goals and hurdles.

Located on Evelyn Byrd Ave, the office is situated near University Boulevard and is a short drive from the Harrisonburg Fire Department Station #3 and Valley Mall. The location is also close to East Market Street.

The business maintains well-documented information online, ensuring that their professional details are easily accessible. Their digital presence is characterized by a website that search engines can read cleanly.

Loomis Wealth Management provides dedicated, personalized financial strategies for residents throughout Harrisonburg.