Strategent Financial LLC
Strategent Financial, LLC is a registered investment advisory firm based in Harrisonburg, VA, dedicated to providing comprehensive wealth management and tailored advisory services to a select group of high net worth individuals, families, businesses, 401(k)s, and non-profit organizations. Their independent fee-only approach allows clients access to a broad range of investment solutions tailored to their unique situations and goals.
With a focus on financial success through solid investment planning, Strategent Financial assists businesses with investment and retirement planning through 401(k) accounts, offering employees options to work towards their retirement goals. Founded by Dale Lam, the firm's mission is to provide peace of mind to clients by delivering personalized wealth management strategies specific to their individual needs.
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