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Robert Falter

Advisor at Signal Advisors Wealth, LLC

Updated today

Location

Harrisonburg, VA 22801

Credentials

Series 65

Industry experience

7 years

About

Robert Falter is a financial advisor with Signal Advisors Wealth, LLC, holding a Series 65 designation and seven years of industry experience. He has worked with several firms, including Reliable Wealth Financial Group, LLC, where he serves as CEO and is involved in insurance sales and services. Signal Advisors Wealth provides investment management and financial planning services to retail and independent registered investment advisers. The firm employs a top-down, macro-environmental investment approach using tactical asset allocation, sector rotation, and a mix of fundamental, quantitative, and technical analysis across various asset classes.

Client services

Based on Signal Advisors Wealth, LLC

Financial planning Portfolio management

Expertise

Based on Signal Advisors Wealth, LLC

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Signal Advisors Wealth, LLC

Founder/Business Owner

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Fee options

Fixed

Fixed fee arrangement for financial planning services; never more than $1,200 charged six or more months in advance

Project-based

Fixed fees for financial planning up to $100,000 per project; negotiable based on complexity and scope

Location

370 Neff Avnue Suite J9

Harrisonburg, VA 22801

Most active in

Virginia

Work history

Signal Advisors Wealth, LLC

2025 - Present (1 year)

Reliable Wealth Financial Group, LLC

2020 - Present (6 years)

AEWealth Management, LLC

2020 - 2025 (5 years)

Peason Financial Group

2017 - 2019 (2 years)

Shenandoah Insurance and Investments Co., LLC

2009 - 2020 (11 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

John Gira III is a financial advisor at GIRA & GIRA Investment Advisors LLC with 17 years of industry experience. He has been with the firm since 2013 and holds a Series 66 designation. GIRA & GIRA Investment Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. The firm employs a macroeconomic approach combined with fundamental and technical analysis for portfolio construction and manages assets primarily on a discretionary basis.

Active portfolio management Options & derivatives strategies
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Andrew L

CFP®, CFA®, Series 63, Series 66

Harrisonburg, VA

Strategent Financial, LLC

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.

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

Series 63, Series 65

Harrisonburg, VA

GIRA & GIRA Investment Advisors LLC

John Gira is a financial advisor with GIRA & GIRA Investment Advisors LLC in Harrisonburg, VA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with GIRA & GIRA since 2013. GIRA & GIRA Investment Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. The firm employs a macroeconomic approach combined with fundamental and technical analysis to guide portfolio construction and offers both discretionary and non-discretionary management.

Active portfolio management Options & derivatives strategies
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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
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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
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