Lance Harshbarger

Background

About Lance Harshbarger

As a CFP,(Certified Financial Planner), with Securities America, Inc, I love to meet families each week as they pursue their financial goals. In addition, I am certified as a BFA,(Behavioral Financial Advisor), which allows me to help clients better navigate the heightened emotional decisions that arise when discussing their money and their children. My goal with each family I meet is to deliver with dignity and discretion the direct, personalized service that has vanished from the financial services industry. Despite its mystique, financial planning* is in many ways a return to old-fashioned values, and the gracious ways business was conducted years ago. A cup of coffee and a good conversation will never go out of style. Securities America is a Mid-Western firm with global resources; founded in 1984. Working for an independent firm, I have the freedom to go almost anywhere to find you the most suitable and cost-efficient investment vehicles that can help you achieve your goal, and I'd love to work with you on a strategy to help you get there. To learn more about me, check out my website at Due to current regulations in the securities industry, I cannot display recommendations, testimonials or endorsements on my profile. The third-party comments displayed may not be representative of all client experiences. For full disclosure statement, please refer to my website at