Business Details
Your Trusted Partner for Fee-Based Financial Advisory Services
We are a locally-owned, full-service wealth management firm with the drive, experience, and resources to provide independent advice to multiple generations of families across the nation. Our team believes each client deserves personal attention and customization based on their unique financial goals. Amid ever-changing markets and circumstances, active management and goal-based financial planning are crucial. We aim to manage risks by utilizing active and strategic management philosophies, blending low-cost investments in portfolios individualized to each client. Our fee-based business model ensures transparency and allows us to make recommendations solely in our clients' best interest.We serve clients locally and nationwide, prioritizing unbiased, independent, and customized advice for accumulating and managing personal wealth. Based in Harrisonburg, Virginia, we maintain complete autonomy, free from control or affiliation with banks, external investment firms, or insurance companies. Our independence ensures we avoid pressures to recommend proprietary products. We partner with custodians like Charles Schwab, Fidelity, and LPL Financial to provide diverse investment options. Our team includes seasoned professionals with decades of combined experience in financial planning, client service, and operational management.
Services
Comprehensive Financial Planning
Investment Management
Retirement Planning
Estate Planning
Education Planning
Insurance Planning
Business Retirement Solutions
Wealth Accumulation Strategies
Multi-Generational Planning
Women's Financial Empowerment
Highlights and features
- We operate as a fee-based firm with transparent compensation structures
- Our advisors hold advanced designations including APMA and Series licenses
- We maintain complete independence from proprietary product pressures
- Our team combines decades of experience across diverse financial sectors
- We offer access to custodians like Charles Schwab and Fidelity through strategic partnerships
Associations and certifications
- Registered Investment Advisor (RIA)
- FINRA
- SIPC
Services
Comprehensive Financial Planning
Our comprehensive financial planning service creates long-term strategies to manage wealth and overcome financial challenges. We develop personalized roadmaps that address savings, debt management, cash flow, tax planning, and risk mitigation. By focusing on your unique goals and circumstances, we help you achieve financial security and make informed decisions throughout life's different stages.
Investment Management
Our investment management service provides active, strategic decision-making to optimize your portfolio's performance. We employ disciplined analysis and emotional discipline to navigate market fluctuations while maintaining focus on long-term objectives. Our approach combines low-cost investment options with personalized risk management strategies tailored to your specific financial situation and goals.
Retirement Planning
We create customized retirement plans that address cash flow management, asset protection, income planning, and estate considerations. Our holistic approach ensures financial security for both individuals and business owners, covering personal retirement savings, employee benefit plans, and fiduciary responsibilities. We help clients transition smoothly into retirement while maintaining financial stability.
Estate Planning
Our estate planning service focuses on protecting and transferring wealth efficiently while minimizing tax implications. We develop strategies that ensure your legacy is preserved according to your wishes, including wills, trusts, and gifting strategies. Our approach addresses family security, long-term care planning, and the organization of vital financial documents to prevent family confusion.
Education Planning
We specialize in creating education funding strategies that address rising tuition costs for private schools, colleges, and trade institutions. Our planning considers your income, investment capacity, and children's ages to develop tailored asset allocation plans. We help families prepare for educational expenses while maintaining overall financial stability and long-term investment objectives.
People
Daniel O. Uribe
Wealth Advisor | Managing Partner
Daniel O. Uribe joined LPL Financial in 2007 and serves clients in over 23 states. Recognized as a top financial advisor in LPL's Patriots Club, he brings extensive experience from government, think tanks, and corporate sectors to deliver comprehensive wealth management solutions.
Karl Mongold
Financial Planner
Karl Mongold is a licensed financial planner with seven years of experience in retirement, investment, and tax planning. Holding the APMA designation and Series 7 & 66 licenses, he delivers tailored recommendations using analytical approaches to address complex financial challenges for clients.
Haley Lombardi
Operations Manager
Haley Lombardi manages office operations with a background in financial services and branch management. Currently pursuing her Series 65 license, she focuses on enhancing client experiences and streamlining administrative processes to support the firm's service delivery.
Alexandra Zolga
Client Services Associate
Alexandra Zolga brings over a decade of experience in client services and project management. With a BA in Business Management and Series 6 & 63 licenses, she specializes in client satisfaction and operational efficiency, supporting the firm's service delivery framework.
Edwin L. Good
Founder (Retired)
Edwin L. Good founded the predecessor company to Good Wealth Management in 1993 after 30 years of helping clients achieve financial security. His legacy of independent financial planning continues through the firm's current team of advisors.
Questions
What services does Good Wealth Management offer?
We offer 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 start working with Good Wealth Management?
Begin by scheduling a free consultation through our website. We'll discuss your financial goals and develop a customized plan, providing clear information about our services and associated costs.
Are your financial advisors licensed and certified?
Yes, our advisors hold industry-recognized licenses including Series 7, 66, and the Accredited Portfolio Management Advisor designation, ensuring professional expertise and regulatory compliance.
What makes Good Wealth Management different from other firms?
We operate as an independent, fee-based firm with no proprietary product requirements, maintaining complete autonomy to provide unbiased advice focused solely on our clients' best interests.
Do you work with clients outside Virginia?
Yes, our advisors serve clients in more than 23 states, providing remote and in-person services to accommodate clients nationwide while maintaining personalized attention.
How are your investment management fees structured?
Our fee-based model provides transparent compensation structures tied to services provided, avoiding commission-based incentives to ensure recommendations align with clients' financial objectives.
Videos
