The Good Wealth team at work

About Us

We are a locally-owned, full-service wealth management firm.

As collaborative professionals, we have the experience and freedom to provide independent advice to multiple generations of families in several states.

The Good Wealth team sitting around a table

Our Philosophy

We understand uniqueness; we believe that each client’s situation is unique and deserving of personal attention and goal-based financial planning.

When markets change direction, active management allows us to be proactive. We seek to manage risk through a prudent combination of low-cost investments in diversified portfolios built only for you.

Fee Based

Not everyone’s financial situation is suitable for our range and type of services. We invite you to call us and schedule a free introductory meeting with us to explore together how best we can assist you; at that time we can transparently discuss the costs of our services based on your particular situation.

For most current clients but particularly all new clients, our business model is strictly “fee-based” rather than commission oriented. Our fees are based on assets under management and we will be happy to discuss our graduated fee-schedule with you.


We understand uniqueness; we believe that each client’s situation is unique and deserving of personal attention and goal-based financial planning. We aim to build long-term strategies aligned with your financial objectives.

When markets change direction, active management allows us to be proactive. We seek to manage risk through a prudent combination of investments in diversified portfolios built only for you.


We are locally owned. Our business is not controlled or employed by banks or any outside investment firms or insurance companies; no “parent” organization or broker-dealer pressures us to sell proprietary products.

Our priority is to provide unbiased and independent advice to our clients. We think of ourselves as “sounding boards” for each client and her/his unique needs. We desire to be a source of customized advice for accumulating and managing personal wealth and are committed to serving only the best interests of our clients.

Our Team

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 Patriot’s Club (Patriot’s 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. He completed his undergraduate work in Economics and his graduate work in Business (MBA 2005) Read More
BrokerCheck Profile Dusty joined the Good Wealth Management team in April 2021. He brings considerable industry experience to our team: as a Regional Supervisory Principal, he most recently supervised over 130 Financial Advisors at LPL Financial; and as a Senior Branch Examiner, he audited over 400 LPL branch offices around the country. In those roles, Dusty was afforded the opportunity to travel the nation extensively listening to hundreds of advisors and teams’ perspectives regarding the client experience. Dusty’s passion is helping individuals, families, and business owners to take complicated monetary decisions, and guide them through these seemingly tough decisions with an approach that focuses on their unique goals. Read More
BrokerCheck Profile Mrs. Lopez joined the LPL Financial team in 2004. She is currently the Client Services Director. In 2017, she earned the Financial Paraplanner Qualified Professional™ – FPQP™ designation through the College of Financial Planning, and a Bachelor’s level credentials through LPL Financial’s Admin U. Shelby is not only the friendly voice over the phone, but she is also the “go to” person when the advisors are out of the office. Shelby enjoys providing each client with support as well as exceptional client service. Read More
BrokerCheck Profile Mr. Good retired in 2018 after helping clients for more than 30 years. As an independent financial planner, he founded the predecessor company to Good Wealth Management in Atlanta, GA in 1993. Read More
BrokerCheck Profile Have you met Genevieve? She is not just your regular lazy office dog, Genevieve takes her job as welcoming committee canine very seriously. Her main duty is to make sure all the clients that come in the door are welcomed with a wet nose, so they can be alert while they handle their business. In addition, Genevieve helps her fellow staff members by roaming the office and making sure everyone is hard at work as well as providing emotional support by allowing her coworkers to pat her head if they need a little encouragement to get through a long day. Read More

Custodial Agreements

We believe in transparency and choices. Because of our size and our relationship with Private Advisor Group, our clients have access to custodians such as Charles Schwab, Fidelity and LPL Financial.

Charles Schwab Logo
Fidelity Logo
LPL Financial Logo

Our Partnerships

Private Advisor Group Logo

We are proud to be fee-based advisors affiliated with Private Advisor Group, a Registered Investment Advisor – RIA. As members of Private Advisor Group, a nationwide network of over 700 leading financial advisors, we receive world-class service, vigilant risk-management in the form of compliance and supervisory oversight, and access to a community of like-minded advisors with whom we share best practices. As of June 2021, Private Advisor Group manages assets in excess of $30 billion. By outsourcing the compliance functions, we are able to focus our attention on delivering the best service and strategies for our clients. In addition, Private Advisor Group leverages the technology, trading, custodial, and clearing services of LPL Financial, the number one independent broker-dealer in the industry.*

LPL Financial Logo

As the nation’s largest independent broker-dealer*, a top RIA custodian, and a leading independent consultant to retirement plans, LPL is an enabling partner to almost 19,000 financial professionals and approximately 800 financial institutions. The one and only focus of LPL Financial is providing advisors with the tools, training, and support they need to offer professional advice to their clients. Advisors who work with LPL Financial must have the experience and dedication necessary to build a successful and self-directed practice. LPL Financial offers no investment products of its own, so advisors affiliated with LPL Financial can devote their time and energies not to product quotas and sales goals, but to understanding your individual financial objectives. For more information, be sure to take a look at the LPL letter and brochure.

*Based on total revenues, as reported in Financial Planning magazine, June 1996-2021.

See for Yourself

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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.