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 clientsÂ’ 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:   Multi-generational families, Businesses, Individual Investors


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

Compensation and Fees

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

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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.


    15+ Years of Experience

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