JMU Faculty & University Professionals

We specialize in working with faculty and professionals affiliated with James Madison University and the Harrisonburg community. Our office is located near JMU in Harrisonburg.

Key Challenges

Understanding VRS / pension benefits
Managing 403(b), 457 and ORP plans
Retirement timing decisions
Coordinating pension + investments

How We Help

Pension analysis and optimization
403(b) investment review
Retirement income planning
Long-term financial strategy

Our office is located just a few blocks from JMU, and we regularly work with members of the university community.

FAQs

Is my pension enough for retirement?
Often not — most clients benefit from additional planning.

How should I invest my 403(b)?
We help review your allocation and provider options.

If you’re part of the JMU community, we’d be happy to connect locally.

Schedule a free consultation with one of our advisors today, or learn more about what to expect in your first meeting.

Schedule Now

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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.