Business Details
33 Years
experience
Trusted Financial Advisers in Harrisonburg, VA
Good Wealth Management is a locally-owned, full-service wealth management firm dedicated to providing independent financial advice to families and individuals across the nation. Our team combines extensive experience with a client-first philosophy, offering personalized financial planning tailored to each client's unique goals. We prioritize active management and strategic investment approaches to help clients navigate market fluctuations while maintaining a focus on long-term financial security.As a fee-based advisory firm, we operate under a fiduciary standard, ensuring recommendations align solely with client interests. Founded in 1993, our independence from banks and proprietary product providers allows us to deliver unbiased advice focused on wealth accumulation, retirement planning, and legacy preservation. Our team of certified professionals brings decades of combined experience in financial planning, investment management, and risk mitigation strategies.
Services
Comprehensive Financial Planning
Investment Management
Retirement Planning
Estate Planning
Education Planning
Insurance Planning
Business Retirement Planning
Wealth Accumulation Strategies
Risk Management
Tax Planning
Details
- Year established: 1993
Highlights and features
- We offer personalized financial planning tailored to your unique goals
- Our team holds advanced financial planning certifications including APMA designation
- We operate under a fiduciary standard with transparent fee-based compensation
- We serve clients in 23+ states with customized investment management solutions
- Our advisors have 10+ years average experience in financial services industry
Services
Comprehensive Financial Planning
Our comprehensive financial planning service creates customized strategies to help clients achieve long-term financial goals. We analyze your complete financial picture including income, expenses, investments, and future objectives. Our advisors develop tailored roadmaps that address retirement planning, tax optimization, and wealth transfer while adapting to changing life circumstances.
Investment Management
We provide active investment management focused on strategic asset allocation and risk mitigation. Our approach combines low-cost investment options with personalized portfolio adjustments based on market conditions and client risk tolerance. The service includes regular performance reviews, tax-efficient strategies, and ongoing portfolio rebalancing to maintain alignment with financial objectives.
Retirement Planning
Our retirement planning service develops strategies for both individual and business owner clients. We create customized plans addressing income projections, Social Security optimization, pension planning, and tax-efficient withdrawal strategies. The service includes retirement account management, estate planning integration, and ongoing adjustments to ensure financial security throughout retirement years.
Estate Planning
We offer estate planning services focused on preserving and transferring wealth according to client wishes. Our advisors coordinate with legal professionals to create comprehensive strategies that minimize tax liabilities and ensure smooth asset transfer. The service includes will and trust planning, charitable giving strategies, and multigenerational wealth planning tailored to each client's unique family situation.
Education Planning
Our education planning service helps families prepare for educational expenses at all levels. We develop customized savings strategies using 529 plans and other investment vehicles while considering financial aid implications. The service includes cost projections, tax-efficient savings approaches, and investment management specifically tailored to education funding goals for children and grandchildren.
People
Daniel O. Uribe
Wealth Advisor | Managing Partner
With 15+ years at LPL Financial, Daniel serves clients in 23+ states. Recognized in LPL's Patriots Club, he brings diverse experience from government and corporate sectors to wealth management.
Karl Mongold
Financial Planner
Seven-year financial planning veteran with APMA designation. Specializes in retirement, investment, and tax planning while delivering customized client solutions through analytical approach and FINRA Series 7 & 66 licenses.
Haley Lombardi
Operations Manager
Former community bank branch manager with strong customer service background. Currently pursuing Series 65 license while managing office operations and client experience at Good Wealth Management.
Alexandra Zolga
Client Services Manager
Over decade of experience in client services with LPL-affiliated firms. Holds Series 6 & 63 licenses and business management degree from Simmons College while providing leadership in client satisfaction initiatives.
Edwin L. Good
Founder (Retired)
Retired after 30+ years in financial planning. Founded predecessor firm in 1993 and established independent practice focused on client-centered wealth management before retiring in 2018.
Questions
What services does Good Wealth Management offer?
We provide comprehensive financial planning, investment management, retirement planning, estate planning, education planning, insurance planning, and business retirement solutions tailored to individual client needs.
How do I schedule a consultation?
Contact us via phone at (540) 801-8000 or through our website contact form to schedule a free confidential consultation with our financial advisors.
Are you fiduciary financial advisors?
Yes, we operate as fee-based fiduciaries, meaning we're legally obligated to act in your best interests when providing financial advice and recommendations.
Do you work with out-of-state clients?
Yes, our financial advisors work with clients in more than 23 states, providing remote consultations and customized financial solutions regardless of geographic location.
What investment approach do you use?
We employ active, strategic management with diversified portfolios tailored to individual risk tolerance, combining low-cost investments and regular portfolio adjustments based on market conditions.
How are your fees structured?
Our fee-based model charges for services directly rather than earning commissions, ensuring transparent compensation aligned with client interests and long-term financial success.
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