The Good Wealth team at work

About Us

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

Our team has the drive, experience, and resources to provide independent advice to multiple generations of families across the nation.   

The Good Wealth team sitting around a table

Our Philosophy

At Good Wealth Management, we believe that 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 you.  

Fee Based

Our business model is “fee-based”. Our compensation relies on the services provided to our clients, rather than commissions from a third-party investment or insurance company. We believe this fiduciary agreement is transparent and allows us to make recommendations that are only in our client’s best interest. We invite you to call or email us today to schedule a free introductory meeting where we can discuss our services and cost.  

Objective

We proudly serve clients locally and nationwide, with a priority to provide unbiased, independent, and customized advice for accumulating and managing our client’s personal wealth.  We like to think of ourselves as “sounding boards” for each client and their unique needs. Our team of advisors aim to manage risk through well-advised investments in diversified portfolios built custom for you.

Independent

Based in Harrisonburg, Virginia, we are an independent firm advising clients nationwide; we maintain complete autonomy and are free from control or affiliation with banks, external investment firms, or insurance companies. As a result of our independence, we are free from the pressures of recommending proprietary products. 

Our Team

Daniel Uribe

Daniel O. Uribe

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
Dusty Dean

Dusty Dean, CFP®

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
Shelby Lopez

Shelby Lopez

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

Edwin L. Good

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

Genevieve

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.