A plan built
around you.
We help Harrisonburg-area business owners and retirees build financial plans that actually hold up — for the life you’re living, and the one you’re working toward.
Todd & Kyle Glenn — serving the Shenandoah Valley
Who We Serve
Two kinds of clients.
One focused team.
Business Owners
You're building something. We help you protect it, plan your exit, and make sure your personal finances are ready for whatever comes next.
Exit on MainRetirees
You've done the hard work. Now let's make sure your money lasts, your income is steady, and your legacy is taken care of.
What We DoWhat Clients Say
Trusted by families and
business owners.
- Rated 5 out of 5
“5+++ stars! I have been a client of Glenn Financial for 2 years and they have been fantastic. Kyle has my portfolio out-performing the market and all of the benchmarks.…”
DAVE S. - Rated 5 out of 5
“As a single mom, preparing for the future can feel overwhelming, but Kyle was able to assess my financial needs and help develop a plan with steps that are easy to understand and follow.…”
CHRISTY S. - Rated 5 out of 5
“What stood out to me about Kyle was not just his professionalism, but the depth of his thinking. Even after years in business and financial services, I walked away having learned something entirely new and genuinely helpful, explained with clarity and wisdom.…”
KEN G. - Rated 5 out of 5
“Highly recommend, Extremely happy with the service provided by Kyle Glenn with Glenn Financial. The personal service and ability to help you understand difficult material is articulated exceptionally by Kyle and Todd Glenn.…”
SHERRI S. - Rated 5 out of 5
“In a world that feels confusing and chaotic, meeting with the team was vary refreshing. My wife and I sat down with them recently to map out a game plan for our family and our business. We have gained clarity and confidence.…”
STACHY K. - Rated 5 out of 5
“I I have found Kyle to be consistently reliable and prompt with scheduled appointments either by phone or in person. He is always caring, patient and professional. His knowledge and advice of financial planning have been invaluable.…”
NORA K.
What You Can Expect
Our “Think On It” Process
01
Establish
A 20-minute conversation to see if we're the right fit. If we're not, we'll point you to someone who is.
02
Explore
A 60-minute deep dive into your finances. We learn everything we can so we can find the best path forward.
03
Equip
We walk you through your personalized plan, answer the four key questions, and give you a day to Think On It — no pressure.
“We want to know exactly how we can help you before you pay a fee.”
Why Glenn Financial
Clarity before commitment.
Our complimentary process answers four questions most advisors never address upfront. You’ll leave every meeting knowing exactly where you stand — with no obligation to work with us.
How We Think
Our Core Principles
You must have a plan.
You can't reach your goals without knowing where you're going. We start by defining what success looks like for you — then we build the map.
We control what we can.
We can't predict the market. We can control how much you save, how you invest, and how you protect yourself. That's where we focus.
We follow our own advice.
We use these same principles for our own finances. We believe in them — not just as a service, but as a way of life.
Your Path as a Client
Glenn Financial — Client Journey
Step 1
3-Meeting Process
Establish · Explore · Equip
90 days· Step 2
Measurable Action Plan
Priority rocks identified
Outcome of this Meeting
You become a client
- · Set Meeting Frequency
- · Set Planning Fee
You decide to self-implement
We’ll check in 6 months later
Step 3 · Day 90 Milestone
First Client Meeting
Set new rocks + next agendas
During 90 days
- · Biweekly newsletter
- · Onboarding support
- · 45-day check-in
- · Rock completion support
Learn & Explore
Resources & Education
Articles, videos, tools — built to help you make smarter financial decisions.
Articles & Insights
Timely perspectives on financial planning, markets, and retirement.
YouTube Channel
Financial education videos and market commentary.
Planning Resources
Tools, guides, and checklists to support your financial journey.
Work With Us
Ready to get started? Schedule your free introductory meeting.
Ready to start the conversation?
Schedule a free introductory meeting. We’ll listen first — and show you exactly how we can help before you commit to anything.