Strategent Financial, LLC is a registered investment advisory firm based in Harrisonburg, VA, offering comprehensive wealth management and tailored advisory services to a select group of high net worth individuals and families, businesses, 401(k)s, and non-profit organizations. Their client-focused approach ensures that each client receives customized solutions specific to their unique financial situations and goals.
As an independent fee-only firm, Strategent Financial provides access to a wide range of investment solutions, free from any ties to a particular brokerage or investment firm. They also specialize in assisting businesses with investment and retirement planning through 401(k) accounts, offering options that help employees work towards their retirement goals. Founded and led by Dale Lam, Strategent Financial is dedicated to providing peace of mind through their comprehensive wealth management services.
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