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Personal Loan
Fixed-rate personal loans for debt consolidation, repairs or major purchases, structured so you can keep investing while you repay.
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Licensed and independent financial advisors
Invest smarter with pro tips.
Investment planning, loans, mortgages, tax advisory and insurance from Harrisonburg advisors who share practical tips you can use.
- No hidden fees
- Practical pro tips
- Free first consultation
Your Pro Tips
- Diversify broadly
- Keep costs low
- Rebalance yearly
Licensed Advisors
Qualified professionals in lending, tax and insurance
Pro Insights
Practical tips from experienced advisors
Clear Pricing
Every fee explained in writing, upfront
Harrisonburg Based
Local advisors serving the Shenandoah Valley
Harrisonburg team
About Investment Pro Tips
Discover Our Approach
Practical investing advice you can act on
Investment Pro Tips is an independent financial services firm in Harrisonburg, Virginia. We help clients invest with confidence through practical, proven tips and personal advice on investing, borrowing, taxes and insurance.
One dedicated advisor for your whole financial picture
Clear investing tips tailored to your goals
Options from a broad network of trusted providers
Straight answers in plain English
Our Services
Financial services built on pro investing habits
From your first loan to your retirement plan, every service is built around smart, long-term investing.
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Credit Loan
Credit lines and credit-builder loans, with practical tips to cut interest costs and free up more money to invest.
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Mortgage Loan
Purchase and refinance mortgages in Harrisonburg and across Rockingham County, balanced against your long-term investment goals.
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Wealth and Investment Planning
Diversified, low-cost portfolios and retirement plans built on proven investing principles and reviewed with you every year.
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Tax Advisory
Federal and Virginia tax planning and preparation, including tax-smart investing strategies, for individuals and small businesses.
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Insurance Services
Home, auto, life, health and umbrella coverage compared across trusted carriers, so your portfolio is protected from life's surprises.
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How It Works
Four steps to investing like a pro
Step 01
Review Your Portfolio
We look at your accounts, investments, debts, coverage and goals to see where you stand today.
Step 02
Get Pro Tips
We share the specific, practical steps that will make the biggest difference to your investments and plan.
Step 03
Build Your Plan
You receive a written investment plan with clear allocations, contribution targets and every fee explained.
Step 04
Review and Adjust
We review your portfolio every year, rebalance when needed and adjust as your goals change.
Why Choose Us
Investing advice from real pros
Tips that pay off
Practical investing habits that compound into real results over time.
Independent advice
We compare products from many providers instead of selling a single company's products.
Plain-English guidance
We explain your options clearly so you can make confident decisions.
Ongoing support
Regular reviews keep your plan aligned with your goals as life changes.
Small, smart investing habits add up to big results.
Client Stories
Virginia investors who put our tips to work
“Investment Pro Tips helped us cut our fund fees in half and set up automatic rebalancing. Simple changes, real results.”
“Their tips kept me from selling during a rough market. A year later I was glad I stayed invested.”
“They helped my parents apply for Rockingham County real estate tax relief, and it made a real difference to their budget.”
“We opened Invest529 accounts for both kids and finally understood the Virginia tax deduction.”
“They consolidated my credit cards into one personal loan, and now that money goes into my Roth IRA instead.”
“Clear, honest and practical. I trust Investment Pro Tips with our investments, taxes and insurance.”
Questions
Answers before you get started
Cannot find what you are looking for? Our team is happy to help by phone or email.
Ask a QuestionCall us, send a message through our contact form or visit our Harrisonburg office. Your first portfolio review is free and comes with no obligation.
No. We work with investors at every stage, from people opening their first IRA to retirees managing income from their savings.
Yes. We prepare and plan for federal and Virginia income taxes, including tax-smart strategies for investment and retirement accounts.
Your first review is free. Before any paid service begins, we explain every fee clearly in writing so you always know what to expect.
Recent investment and retirement statements, your latest tax return, pay stubs, a list of debts and any insurance policies.
Yes. We serve Harrisonburg, Bridgewater, Broadway, Elkton and all of Rockingham County in person, and clients across the USA by phone, video call and secure email.
Latest Blog
Pro investing tips
Investing Tips From the Pros: Diversify, Rebalance and Keep Costs Low
Professional investors rely on a few simple habits. Here are the ones that matter most and how to use them in your own portfolio.
Read the guide
Virginia Real Estate Tax Relief for Seniors: How Local Programs Work
Many Virginia localities offer real estate tax relief for older and disabled homeowners. Learn how these programs work and how to apply.
Read the guide
Saving for College in Virginia With Invest529
Virginia families can save for college with tax benefits at both the federal and state level. Here is how Invest529 works.
Read the guideReady to invest like a pro?
Book a free, no-obligation portfolio review at our Harrisonburg office or by video.