Good Wealth

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Take Control Of Your
Financial Future

Are you looking for a simple solution to managing your financial assets?

Good Wealth Management can help you grow and preserve your wealth, so you are better prepared to achieve your goals.

Are you feeling less than confident about your financial future? Having a well-prepared financial plan will help put you in control and enable you to achieve your goals. Our financial advisors have the expertise to analyze and organize all of your financial assets, making management of your wealth simple and effective.

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Why Wealth Management?

Virginia Living: Best of Virginia Winner 2022

How to Get started

01. CONTACT US:

Contact our office via email to schedule a free consultation.

02. Check your email:

You will receive a response shortly after contacting us. Read over the provided list of recommended documents for our meeting.

03. Meet us:

Come in on your scheduled day to meet with our team. We look forward to discussing how our services will be helpful for your unique needs.

Client Profiles

Business Owners

The business owner’s journey is like an iceberg; everyone sees… Read More

Emerging Wealth

Earning money quickly can relieve you of some forms of… Read More

Ex-Pats / Internationals

Having assets in more than one country and dealing with… Read More

Medical Professionals

You spend your days keeping other people healthy, we spend our days keeping your finances healthy. Read More

Multi-Generational Wealth Planning

Planning with multiple generations in mind can be overwhelming. Maybe… Read More

Retirement Planning

Planning for retirement doesn't have to be scary. Read More

University Professionals

You help young people prepare for their future, let us help you prepare for yours. Read More

Wealth Accumulation

The power of compounding to help you enjoy today and… Read More

Women & Wealth

We seek to empower women from diverse backgrounds through well… Read More

What’s Your Risk Tolerance?

Your risk tolerance is based upon varying factors, such as your financial situation, investment goals, time, investment knowledge, and capacity to handle market volatility.

Learn Your Number

Broker Check

Check the background of investment professionals associated with this site on FINRA’s Brokercheck.

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Daniel O. Uribe

Wealth Advisor | Managing Partner

BrokerCheck Profile

Mr. Daniel Uribe joined LPL Financial in 2007. He enjoys working with clients in more than 23 states. For years, he has been recognized as a top financial advisor at LPL Financial and named to LPL’s Patriots Club (Patriots Club is a premier honor awarded to less than 8% of LPL’s approximately 19,000 advisors nationwide, and is based on the financial professional's annual production ranked among all professionals supported by LPL). Prior to joining the firm, Mr. Uribe spent many years acquiring broad-based, analytical, management and financial experience working in sectors as diverse as Government, a Washington DC-based Think Tank, and Corporate America. Read More

Karl Mongold

Karl Mongold is a financial planner at Good Wealth Management, bringing seven years of real experience as a financial advisor. With a robust foundation in financial planning and client service, Karl employs an analytical and meticulous approach to guide our clients’ financial journeys. He thrives on tackling intricate retirement, investment, and tax planning challenges, delivering tailored recommendations that align with our clients’ goals. Karl holds a BA in History & Political Science from Bridgewater College. He is Series 7 and 66 licensed through FINRA and has earned the Accredited Portfolio Management Advisor (APMA) designation. Read More

Genevieve – Welcoming Committee Canine

Schedule a Free Consultation

Contacting our office to schedule your confidential consultation is the first step to taking charge of your financial future.

Fill out the form below and we’ll get back to you to set up a time to meet as soon as possible or learn more about what to expect from our first meeting.

Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Good Wealth Management and Private Advisor Group are separate entities from LPL Financial.
Securities Offered Through LPL Financial Member FINRA / SIPC.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Take Control Of Your Financial Future