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Dan Uribe
Good Wealth Management

Tel: 540-801-8000
544 S. Main St
Harrisonburg, VA 22801
Good Wealth Management | Financial Advisor in Harrisonburg ,VA

Fee-based. Objective. Independent


About Good Wealth Management

With offices in Harrisonburg, VA and Fairfax, VA, Good Wealth Management is a truly independent wealth management firm servicing multigenerational-families and businesses in several states.

As an independent firm, we pride ourselves on providing unbiased and conflict-free investment advice based on a thorough understanding of our clients’ unique circumstances.

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General Information

Firm Start Year:   1993
No.of Employees:   5-9
Name of Custodial Firm:   LPL Financial, Charles Schwab, Fidelity Institutional
Number of Years with Current Firm:   10+
Work with the following types of clients:   Individual Investors, Multi-generational families, Businesses

Services

Investment Types:   Bonds, Exchange Traded Funds (ETFs), Mutual Funds, Stocks, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Phone, Video Conference, Our Office

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Flat Fee, Based on Assets

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Faqs

What services do you provide? What are your specialties?

Financial Planning and Investment Management

What financial institution(s) do you represent?

We're independent.

What is your approach to financial planning?

Fee-based. We are obligated to act solely in the best interests of our clients.

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    15+ Years of Experience

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