With more than 90 years of combined experience, Stern & Heatwole Financial Group is dedicated to building long-term relationships with both individuals and businesses through quality work and personal service. Our philosophy is based on long-term investing, diversification, and client education. 

We Believe that an Educated Consumer is our Best Client.

Welcome to Stern & Heatwole Financial Group.

Our  page gives you access to tools to assist you with your financial decisions. We encourage you to explore and learn more about the service we provide.


As always, feel free to call, email, or schedule an appointment!

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Stern & Heatwole Financial Group   

305 Lucy Drive, Harrisonburg, VA 22801

|     Phone: 540-438-0547      |      Fax: 540-438-5647 




Partner with an expert.
No matter what your level of wealth, working with us can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial profile and creating a long-term plan customized to your needs. 

Create a comprehensive plan.
By exploring every aspect in detail, we’ll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we’ll assemble an implementation plan for your financial future. 

Support your financial goals.
As we identify your goals, we work to help simplify the complexities of your financial profile. Together, we focus on managing your wealth in a systematic way for the long term.




Our Address

          305 Lucy Drive            

Harrisonburg, Virginia 22801

Office Hours

Monday -Thursday  9:00-5:00

Friday                       9:00-4:00

Phone Number



Fax Number


305 Lucy Drive

Harrisonburg, Virginia 22801


This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, VA, WA, WV. No offers may be made outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank or financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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Stern & Heatwole Financial Group    305 Lucy Drive, Harrisonburg, VA 22801      |      Phone: 540-438-0547      |      Fax: 540-438-5647