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Andrew Lam

Advisor at Strategent Financial, LLC

Updated today

Location

Harrisonburg, VA 22801

Credentials

CFP®, CFA®, Series 63, Series 66

Industry experience

8 years

About

Andrew Lam is a CFP® and CFA® with eight years of industry experience. He has worked at Strategent Financial, LLC since 2022 and previously spent five years at Dimensional Fund Advisors. Prior to his financial career, he held roles at Ferguson Enterprises and the University of Virginia. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and estates. The firm uses strategic asset allocation and modern portfolio theory to build diversified, tax-efficient portfolios, focusing on higher-balance clients and offering services that include retirement plan advice and business consulting.

Client services

Based on Strategent Financial, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Strategent Financial, LLC

Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting

Fee options

Fixed

Fixed annual fees may be offered for retirement plan advisory services, fees are negotiable

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001 - $6,000,000: 0.40% $6,000,001+: 0.30%

Project-based

Financial planning billed at $250 per hour

Other

Account minimum: $800,000 Minimum fee: Minimum annual fee of $10,000 for wealth management services; minimum annual fee of $5,000 for retirement plan advisory services Fee-only: Fee-only financial services; no commissions or other compensation accepted

Location

185 Neff Avenue, Suite 102

Harrisonburg, VA 22801

Most active in

Texas · Virginia

Work history

Strategent Financial, LLC

2022 - Present (4 years)

Dimensional Fund Advisors

2017 - 2022 (5 years)

Ferguson Enterprises

2016 - 2016 (1 year)

University of Virginia

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael I

Series 65

Harrisonburg, VA

BPD Wealth Management LLC

Michael Ilagan is a financial advisor at BPD Wealth Management LLC with 17 years of industry experience. He holds a Series 65 designation and has been a partner and emergency physician with Harrisonburg Emergency Physicians since 2004. Outside of his advisory work, he maintains an active medical practice. BPD Wealth Management provides discretionary portfolio management primarily for individual clients and offers limited financial planning and consulting services. The firm employs a multi-disciplinary investment approach that includes fundamental, technical, charting, and cyclical analysis, managing approximately $4.56 million in discretionary assets as of the end of 2022.

Active portfolio management Doctor or Medical Professional
user avatar

John G

Series 66

Harrisonburg, VA

GIRA & GIRA Investment Advisors LLC

Options & derivatives strategies Concentrated stock management
user avatar

John G

Series 63, Series 65

Harrisonburg, VA

GIRA & GIRA Investment Advisors LLC

Options & derivatives strategies Concentrated stock management
user avatar

Debbie B

Series 65

Harrisonburg, VA

Strategent Financial, LLC

Debbie Byerly is a financial advisor at Strategent Financial, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Capitol Family Office, Inc. and Byerly Wealth Management. Outside of her advisory role, she is a group fitness instructor at Sentara Wellness Center and serves as a committee member for the Town of Bridgewater Industrial Development Authority. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and other entities. The firm employs strategic asset allocation and modern portfolio theory, focusing on low-cost funds, global diversification, and tax efficiency, while offering discretionary portfolio management and financial consulting.

Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Eric B

Series 65

Bridgewater, VA

J.S. Replogle & Associates LLC

Eric Barkey is a financial advisor with J.S. Replogle & Associates LLC in Bridgewater, VA, holding a Series 65 designation and 15 years of industry experience. He has been with J.S. Replogle & Associates since 2018 and previously operated Barkey Financial, LLC from 2010 to 2018. Outside of financial advisory, he owns Barkey Notary Services, LLC, where he dedicates up to 20 hours per week. J.S. Replogle & Associates advises individual and high-net-worth clients, offering discretionary portfolio management and financial consulting, including guidance on deferred charitable gifts. The firm employs a combination of analytical methods and customizes portfolios to client objectives, with a focus on equities, certificates of deposit, money market funds, REITs, and ETFs.

Charitable giving & philanthropy
user avatar

James R

Series 65

Bridgewater, VA

J.S. Replogle & Associates LLC

James Replogle is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with J.S. Replogle & Associates LLC since 2002. In addition to his advisory role, he has maintained a consulting practice specializing in deferred gift planning and trustee work with charitable remainder and lead trusts for over 15 years. J.S. Replogle & Associates LLC advises individual and high-net-worth clients, providing discretionary portfolio management and financial consulting services, including specialized guidance on deferred charitable gifts. The firm employs a variety of analytical approaches and customizes portfolios to client objectives across common investment types.

Charitable giving & philanthropy
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