Home - Glenn Financial

Our Harrisonburg, VA team helps you create a complete financial plan that focuses on you.

Who We Serve

Business Owners

You’re moving from working in your business to working on it—setting it up for long-term success. If you want your business to keep doing well, we can help you make a plan to keep it strong today and tomorrow.

Retirees

You’ve worked hard to build your success – now it’s time to make the most of it. In retirement, you’ll need someone you trust to help with income, Medicare, and leaving a legacy. Our advisors will help you create a plan to maximize your next chapter of life.

What you can expect

Our "Think On It" Process

Establish

In this 20-minute meeting, we’ll see if we’re the right team to help you. If we’re not a good match, we’ll be happy to connect you with someone who is.

Explore

In this 60-minute meeting, our team will take a quick look at your finances. We’ll learn as much as we can so we can find different ways to help you reach your goals.

Equip

In this meeting, we’ll walk you through what steps you need to take to reach your financial goals and answer the four key questions from our review. You’ll see the value our firm can bring. At the end, we’ll ask if you’d like to work with us and give you a day to

Think On It.

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 works best for business owners and people close to retirement. It gives you a money plan with no cost and no obligation.

Our Core Principles

You must have a plan

Just like you don’t drive somewhere without knowing where you’re going, you can’t reach your money goals without a plan. First, we figure out what success means to you, then we make a plan to help you get there.

We control what we can

We can’t predict the market or the future, but we can control how much we save, how we invest, and how we protect ourselves. These are the things that count.

We follow our own advice

We use these same rules for our own money, so we know they work.

Don't Just Take Our Word For It!

Glenn Financial

5.0

Based on 18 reviews

review us on

Stachy Kavchak

01:18 30 Nov 25

In a world that feels confusing and chaotic, meeting with the team was vary refreshing. My wife and I sat down with them recently to map out a game plan for our family and our business. We have gained clarity and confidence. They listened, explained things clearly, and genuinely cared about our vision. Highly recommend!

Response from the owner 15:28 01 Dec 25

Thank you Stachy!

Jared Hege

15:27 28 Nov 25

Trustworthy folks to handle your funds. I especially enjoy Kyle’s newsletters that are packed with good advice.

Response from the owner 16:39 28 Nov 25

Thank you Jared! I appreciate that you took the time to give some of your feedback and I’m glad to hear you’re enjoying the newsletter!

Benjamin Bergey

16:12 19 Nov 25

The biggest thing that I appreciate about Glenn Financial is their communication, and annual meeting to discuss my personal investment accounts.

Response from the owner 14:06 20 Nov 25

We appreciate your feedback Benjamin, thank you for being a valued client!

Sherri Sherman

15:08 30 Oct 25

Highly recommend, Extremely happy with the service provided by Kyle Glenn with Glenn Financial. The personal service and ability to help you understand difficult material is articulated exceptionally by Kyle and Todd Glenn. Financial growth is important to everyone in life and they make it their life to put you first and help you towards your goals.

Response from the owner 15:29 31 Oct 25

Thank you so much for your kind words and thoughtful review. We’re truly grateful for the trust you’ve placed in us. Our goal has always been to make the complex simple and to walk alongside our clients with clarity and purpose. It’s rewarding to know that our approach has made a difference for you. We appreciate your partnership and look forward to continuing to help you pursue your financial goals. – Kyle Glenn, Partner

Nelson Kuhns

01:06 30 Sep 25

Todd and Kyle are very helpful and very knowledgeable.

Response from the owner 03:08 30 Sep 25

Thank you, Nelson!

Nell-Marie Colman

23:12 21 Aug 25

We’re so thankful we learned about Kyle (thanks, Evan!) He’s already helped us in significant ways, and we’re just getting started!

Response from the owner 13:23 22 Aug 25

Thank you so much Nell-Marie! We are grateful to have worked with you and Gil and look forward to continue serving your company and family!

Dave Sherwood

14:20 18 Jul 25

5+++ stars! I have been a client of Glenn Financial for 2 years and they have been fantastic. Kyle has my portfolio out-performing the market and all of the benchmarks. More importantly, Kyle and Todd are getting my investments into companies that support my biblical values . They are also helping me plan my charitable giving and long term care provisions. They are always accessible to answer questions and return my calls whenever they do not have an immediate answer. Their personal touch is exceptional and a real rarity in these modern times. I HIGHLY recommend them to anyone entering retirement or planning their estate/legacy.

Response from the owner 19:11 21 Jul 25

Thank you so much for your incredibly kind words and thoughtful review! We’re honored to walk alongside you in your financial journey and are grateful for the trust you’ve placed in us. At Glenn Financial, it’s our mission to align your investments with your values, and we are grateful for the results thus far! We’re especially glad to hear you’ve felt supported and cared for—that personal connection is what drives everything we do. Thank you for the recommendation, and for allowing us to be a part of your legacy.

D Beachy

12:02 16 Jul 25

I’ve enjoyed working with Todd and Kyle over the last few years.
I appreciate their responsive, timely attentiveness to all of my questions.
Whether you are looking for personal or business investment advice, Glenn Financial can help!

Response from the owner 14:39 16 Jul 25

Thank you so much for the kind words and trust you’ve placed in us over the years. Our team works hard to ensure you feel heard, supported, and equipped to make confident financial decisions. It’s been a pleasure working with you!

Oleksii Humaniuk

00:40 16 Jul 25

Kyle is amazing to work with;) He is very trustworthy and knowledgeable! Highly recommend!

Response from the owner 14:40 16 Jul 25

Thank you Oleksii! It’s been great to work with you.

David Bates

20:24 15 Jul 25

Kyle Glenn is one of the best and brightest financial advisors in town! You will not be disappointed if you give him a call!

Response from the owner 14:41 16 Jul 25

Thank you David! Very kind words 🙂

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!

Our Harrisonburg, VA team helps you create a complete financial plan that focuses on you.

Who We Serve

Business Owners

Retirees

What you can expect

Our "Think On It" Process

Establish

Explore

Equip

Our goals:

Why Choose Us?

Our Core Principles

You must have a plan

We control what we can

We follow our own advice

Don't Just Take Our Word For It!

Quick Links