Our team of financial planners in Harrisonburg, VA. provides advice and wealth management rooted in Biblical principles to promote good stewardship, enhance clarity, and create a positive impact on our families and the world.

Who We Serve

Individuals & Families

You are seeking tailored advice to make sure you are doing the "right" thing. Our typical client has many irons in the fire. Many are in the middle of raising young children, navigating career moves, or caring for elderly parents. While all of these are pressing concerns, don't allow your plan to be put off to the side.

Business Owners

You are transitioning your role from working "in" the business to working "on" the business. If your desire is to create an outstanding company culture where employee retention is a key concern, we're here to help.

Retirees

You are now enjoying the fruits of your labor after a long career and need a caring guide to ensure you carefully navigate income needs, social programs, and legacy needs. Our advisors are experienced in helping clients develop a plan for Social Security maximization and Medicare premiums.

ABOUT US

What You'll Discover

You will gain perspective and create clarity in your decision-making,  and develop a roadmap that allows you to live purposefully.

Since 2011

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Households Impacted

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Individuals Retired

What We Do

We partner with you to connect your values and goals to your life’s journey.

Financial Planning

Stewarding your finances wisely can be hard. Having a financial plan in place will provide confidence and clarity that you are doing the “right” things. 

Wealth Management

We provide conventional wealth management strategies with a speciality in Biblically responsible investing. We partner with you to help manage and grow your wealth.

Your Legacy

We believe that wealth should be used to impact those we love and care about today and in the future.

Tax Planning

With the certainty taxes play on our financial life, having a plan to minimize taxation over your lifetime is important. Whether you’re an employee or a business owner, our expertise can provide a tax strategy that makes sense for you.

Our goals:

We want to know exactly how we can help you before you pay a fee or have us manage a dime of your nest egg.

Why Choose Us?

With endless choices available, what sets us apart?

Our complimentary “Think On It” process will provide you the answers to four major questions: 

Am I being as tax-efficient as I can be? 

Am I keeping as many dollars in my pocket as I can? 

Is my investment portfolio reflective of my goals and values? 

Is the uncertainty of my future planned for? 

Our process is best suited for business owners and individuals nearing retirement and is designed to give you a financial roadmap with no costs and no obligations from you. 

Our Process

"Think On It"

Establish

A quick, 20-minute phone call to see if we are a good fit. If not, we’ll get you connected to another professional – no problem!

Explore

If we’re a good fit, we’ll dive deeper and conduct a high-level audit of your financial situation. We hope to explore the various different paths we can take to get you to your goals!

Equip

During this meeting we will explain, in plan English, exactly what you need to do to achieve your goals. At the end of the meeting, we will ask if you’d like to begin working with our firm, and give you time to Think On It. 

Don't Just Take Our Word For It!

5.0
Based on 8 reviews
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James Shetler
22:19 26 Jun 25
Kyle did an awesome job with reviewing my tax returns. He saved me a lot of money. I’m looking forward to working with him some more.
Response from the owner 00:14 27 Jun 25
Thank you for your kind words. We are honored to serve you.
Nora Kennon
13:38 17 Jun 25
I I have found Kyle to be consistently reliable and prompt with scheduled appointments either by phone or in person. He is always caring, patient and professional. His knowledge and advice of financial planning have been invaluable. The most remarkable comments have been on two occasions he mentioned “he wanted me to feel comfortable that he had given us our money’s worth”! That is rare in todays world and just displays the principles of the company as well as his personal commitment.
Response from the owner 18:17 06 Apr 24
That’s wonderful to hear! Kyle is dedicated to providing exceptional service and ensuring his clients feel valued and well-informed. His commitment to delivering value and making you feel comfortable is truly a testament to his professionalism and the principles of our company. We’re thrilled to have him as part of the Glenn Financial team. Thank you for sharing your positive experience!
Mike Yoder
16:09 04 Apr 25
I’m very impressed with Kyle‘s willingness and eagerness to be the best at what he does I’ve not known him for a long time, but I am pleased with the response and knowledge that he has for our financial situation. I would highly recommend him to anyone.
Response from the owner 14:11 07 Apr 25
Thank you Mike! It was a pleasure planning for you and your family. We are very grateful that you found the process rewarding.
Nick Koger
16:55 26 Feb 25
Kyle Glenn is incredibly kind to work with! He explains complex financial topics in simple terms, helping me better understand my finances. He consistently goes above and beyond for me. I highly recommend working with Glenn Financial!
Response from the owner 16:27 04 Mar 25
We appreciate the feedback Nick!
Lawrence Baer
10:52 02 Aug 24
Kyle has been excellent to work with & is very knowledgeable with stradegy and planning for success!
Response from the owner 16:28 11 Feb 25
Thank you for your recommendation Lawrence, it’s been our pleasure working with you and your family!
wayne troyer
18:48 24 Apr 24
It has been a pleasure working with Glenn Financial. They are knowledgeable in their field and take care of their customers. I would recommend their services.
Response from the owner 16:28 11 Feb 25
Thank you for your kind words Wayne! We strive to provide knowledgeable and caring service to all our clients. We are delighted to hear that you and your family have had a positive experience with us.
Shawn Rhodes
19:58 13 Feb 24
Nothing but the best to say for Todd and Kyle. I highly recommend! Keep up the good work fellas!
Response from the owner 16:28 11 Feb 25
Thank you Shawn! Your recommendation means a lot to our business!
Leo Kennon
23:26 12 Feb 24
Kyle manages my money like it’s his.
We both know it’s God’s money & we
are just being good stewards.
Response from the owner 16:28 11 Feb 25
We are honored by your wonderful review. Your satisfaction is our ultimate goal, and we are thrilled that we hit the mark for you and your family!
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