Financial Planning & Investment Management


Good Wealth Management
Independent Financial Advisors

Main Office:
544 S. Main St.
Harrisonburg, VA 22801

Harrisonburg: (540) 801-8000
Northern VA: (703) 879-7910
Toll Free: (888) 299-9474

Client Profiles

Are we a good fit? On this page you will find links to the various types of client profiles we help with their specific financial planning needs.

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FREE Portfolio Risk Analysis

What’s YOUR speed limit? - Does your portfolio fit YOU?

Your risk number is like a speed limit. While you may feel comfortable driving 65 MPH under normal conditions, other drivers wouldn’t dare to reach 50 MPH. And when the weather changes, you drive slower.
Just as weather conditions fluctuate, so do the markets.

So what’s YOUR speed limit? Let’s find out in 3 easy steps!


Check the background of investment professionals associated with this site on FINRA's BrockerCheck