Lance Harshbarger

At the Financial Planning Office of Lance Harshbarger, we understand that our clients' financial well-being is deeply intertwined with their personal values, goals, and relationships. As a certified financial planner (CFP) with over 20 years of experience, Lance Harshbarger is dedicated to providing personalized financial guidance that empowers families to create a secure financial future.

Lance Harshbarger, CFP

As a trusted advisor, Lance has built a reputation for his unwavering commitment to his clients. As a CFP, he has earned the highest professional certification in financial planning, demonstrating his expertise in creating comprehensive financial plans that address the unique needs of each family. With a passion for partner-building relationships, Lance takes the time to understand each client's values, concerns, and aspirations, crafting a tailored approach that aligns their financial goals with their personal values.

Our Services

At the Financial Planning Office of Lance Harshbarger, our services are designed to help clients achieve a more secure financial future. We offer a wide range of services, including:

Investment Management: With over 20 years of experience in the financial industry, Lance Harshbarger has developed a deep understanding of the ever-growing universe of investments. As an independent advisor, he provides customized investment portfolios tailored to each client's unique financial goals and risk tolerance.

Retirement Planning: As clients approach retirement, it's essential to have a solid plan in place. Our comprehensive retirement planning services help families create a stable financial future, ensuring their golden years are spent enjoying their loved ones and pursuing their passions.

Financial Planning: At the Financial Planning Office of Lance Harshbarger, we believe that financial planning should be a collaborative process. We work closely with our clients to understand their financial goals, creating a personalized plan that addresses their unique needs and aspirations.

About Securities America

As a branch office of Securities America, Inc., we have access to a wide range of insurance products and investment vehicles. Our affiliation with Securities America enables us to provide our clients with the highest level of service, expertise, and resources.

Contact Us

We invite you to schedule an appointment with Lance Harshbarger to discuss your financial goals and aspirations. To learn more about our services or to schedule a consultation, please do not hesitate to contact us.