Welcome to the financial planning office of Lance Harshbarger, CFP®

A Branch Office of Osaic Wealth

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Freedom. Growth. Legacy

Lance is a CERTIFIED FINANCIAL PLANNER (CFP)® who enjoys partnering with hard working families to bring clarity and confidence to their financial plans. With over 25 years of wealth management experience, he loves to build relationships with clients to discover all of the positive possibilities for a secure retirement.

As an independent advisor with Osaic Wealth, Lance is not tied to any specific investment vehicles or financial products. So, with the ever-growing universe of investments to choose from, he seeks to customize each client portfolio in a way that is unique and suitable.

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We help provide confidence and family harmony through a disciplined approach to your financial life.

Why You Need A CFP

We always enjoy meeting new people and providing solid financial advice. We look forward to meeting you.

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We deliver with dignity and discretion, the personalized service that we believe has all but vanished from the financial services industry.

Service Levels

Your Family. Your Dreams.

They Are Worth Planning For.

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Services Levels

Investments Between $25,000 – $250,000

Investments Between $250,000 – $1 Million

Investments Over $1 Million

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Disclosure: Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, IL, KS, LA, MO, NE, OK, SC, TX, UT, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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