Author
Advisor
-
3rd ANNUAL SCHOLARSHIP COMPETITION – 2026
Feb 03, 2026 |
2 Minute ReadGOOD WEALTH MANAGEMENT
Read More
3rd ANNUAL SCHOLARSHIP COMPETITION
FOR ROCKINGHAM COUNTY AND HARRISONBURG CITY HIGH SCHOOL STUDENTS (CLASS OF 2026) Title: LESSONS that shape your financial future OVERVIEW: At Good Wealth Management, we believe that the decisions you make early in life, especially around finance, can shape your future in meaningful ways. That's why we're proud to announce our 3rd Annual Scholarship Competition, designed to support local high school seniors as they take their next step after graduation.
This scholarship is open to any students graduating high school in 2026. Our goal is simple: encourage thoughtful reflection on real-life financial decisions while investing directly in our… -
2nd Annual SCHOLARSHIP COMPETITION – 2025
May 09, 2025 |
2 Minute ReadGOOD WEALTH MANAGEMENT
Read More
2nd ANNUAL SCHOLARSHIP COMPETITION
FOR ROCKINGHAM COUNTY AND HARRISONBURG CITY HIGH SCHOOL STUDENTS (CLASS OF 2025) Title: Investing in Tomorrow: The Importance of Financial Literacy OVERVIEW: Calling all high school seniors (Class of 2025) with a passion for financial education! Our scholarship competition invites you to delve into the world of finance and explore the crucial role of financial literacy in high school education. As you embark in the next chapter of your life, we invite you to apply for a $1,000 scholarship where you'll have the opportunity to showcase your insights, critical thinking skills, and creativity through a… -
2022 VIRGINIA’S BEST FINANCIAL PLANNING FIRM
Jul 07, 2022 |
1 Minute ReadThank you to the readers of Virginia Living magazine for again voting Good Wealth Management as the Best Financial Planning firms in their most recent “Best of Virginia 2022”. We are honored to have earned a coveted spot on the list for the sixth year in a row.
Read More
As a firm that serves clients in 20+ states from our office in Harrisonburg, Virginia we extend a heartfelt thank you to our clients, our friends, families, and everyone who has supported us over the years. It is a privilege to serve you. Our main priority is serving our clients with individualized financial… -
DANIEL URIBE HONORED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
May 27, 2022 |
2 Minute ReadFOR IMMEDIATE RELEASE
Read More
DANIEL URIBE HONORED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS — May 23, 2022 — Daniel Uribe, an independent LPL Financial advisor at Good Wealth Management in Harrisonburg today announced his inclusion in LPL’s Patriot’s Club. This elite award is presented to less than 7% of the firm’s more than 19,000 financial advisors nationwide*.
“I congratulate Dan on behalf of LPL,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “We are inspired by his dedication to clients and strong commitment to helping them work toward their financial goals. It is an honor to support Dan with… -
Women: Moving Forward Financially after the Loss of a Spouse
Sep 02, 2021 |
7 Minute ReadThe loss of a spouse can be a devastating, life-changing event. Due to longer life expectancies, women are more likely to face this situation. According to the U.S. Census Bureau, 40% of women age 65 and older are widows compared to 13% of men, and it might surprise you to know that approximately 34% of widows are under age 65. Becoming a widow at any age can be one of the most difficult challenges a woman must face. Not only is there the emotional loss of a husband, but also the task of handling everything--including all the finances--without the help of…
Read More -
May 29 is 529 Day
May 28, 2021 |
2 Minute Read529 - A Holiday for… College Savings? Happy 529 Day! Happy National 529 College Savings Plan Day! Yes, there truly is a holiday for everything now… even college savings. But what exactly is a 529 College Savings Plan and why does it deserve a day of recognition? A 529 plan is a savings plan that is designed to help families save for future college expenses.** According to the U.S. Securities and Exchange Commission, “There are two types of 529 plans: prepaid tuition plans and college savings plans. All fifty states and the District of Columbia sponsor at least one type of 529 plan”…
Read More