Marcy Holbert

Marcy Holbert

Advisor and Financial Planner

Meet Marcy Holbert

Marcy Holbert joined the Being Financial team in 2025 as a dedicated financial advisor based in the downtown Harrisonburg office. Originally from Newcomerstown, Ohio, Marcy has lived in several cities across the East Coast, from Florida to Pennsylvania, gaining a broad perspective and connecting with people from all walks of life.

After earning her Associate of Science degree from the Art Institute of Pittsburgh, Marcy relocated to Virginia and spent over a decade building a successful career in marketing in the Harrisonburg area. Her experience in strategic communication and client service provides a strong foundation for guiding individuals and families through personalized financial planning.

Now, as a financial advisor, Marcy is passionate about helping clients pursue their financial goals, whether that’s retirement planning, investment strategies, saving for college, or managing life transitions. She is especially committed to helping women and families build financial confidence and long-term independence.

Marcy lives in Rockingham County with her husband Jeff and their son. Outside the office, she enjoys homeschooling and organizing educational field trips throughout the region. In her free time, Marcy loves gardening, exploring local hiking trails, and enjoying all the outdoor beauty the Shenandoah Valley has to offer.

Advisor Insights

Recent Posts by Marcy Holbert

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Mountain trail illustrating four financial priorities: Prepare, Build, Live, and Leave.

Your Money Has More Than One Job

How to Prioritize Your Money When Everything Feels Important You get a raise. Or maybe the car is finally paid off. Daycare ends. A debt disappears. For the first time in a while, there’s a little more room in the…
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Financial terms to understand before retirement, including RMDs, cost basis, Roth conversions, and sequence risk.

9 Financial Terms Every Pre-Retiree Should Understand

Retirement Has Its Own Vocabulary. Here Are 9 Terms Worth Knowing. Retirement planning can sometimes feel like learning a new language. RMDs. Cost basis. Roth conversions. Sequence risk. You may have spent decades saving and investing without needing to think…
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Business professional balancing on a seawall, representing the balance between financial success, time, health, relationships, and purpose.

Wealth Beyond the Balance Sheet

The 5 Types of Wealth Worth Building A business owner sells a company. A professional reaches a long-awaited income goal. A family finally pays off their mortgage. These are meaningful accomplishments. They often represent years of hard work, sacrifice, and…
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Silhouettes of two people pushing large letters spelling “START” at sunrise, representing the beginning of a financial learning journey.

12 Financial Terms Every Beginner Should Know

Part 1 of the Being Financial Financial Terms Series If you’ve ever sat through a conversation about investing, retirement, or taxes and thought, “I have no idea what that means,” you’re not alone. Financial professionals use terms every day that…
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Mountain hiking trail leading toward a glacier-covered peak, symbolizing the beginning of a financial journey.

You Are Here:

The Most Important Step in Any Financial Journey When you open a trail map in a national park, your eyes naturally search for the destination. The scenic overlook. The waterfall. The summit. But before any of those places matter, you…
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