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.  

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 O. Uribe

Wealth Advisor | Managing Partner

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

Haley Lombardi

Operations Manager

Haley Lombardi is our enthusiastic Operations Manager at GWM! With a rich background in the financial services industry, Haley has a strong track record delivering exceptional customer service, streamlining office operations, and enhancing organizational efficiency. Before joining us, she shone as a Branch Operations Manager at a community bank, where she enhanced client experiences and managed complex administrative tasks with ease. She is currently studying to get her Series 65 license. Read More

Alexandra Zolga

Client Services Associate

Alexandra Zolga is an adept Operations Manager with over a decade of exceptional experience at large ﬁrms aﬃliated with LPL Financial. With a devotion to understanding organizational strategy, Alexandra has a proven background in client satisfaction, leadership, and project management. Alexandra holds a BA in Business Management from Simmons College. Her industry experience began with an internship at Merrill Lynch while completing her undergraduate degree. She also holds securities licenses Series 6 & 63. Read More

Edwin L. Good

Founder (Retired)

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

Welcoming Committee Canine

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.

Our Partnerships

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.*

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

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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.