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Dan Uribe

Good Wealth Management

544 S. Main St

Harrisonburg, VA 22801
(540) 8018000

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.

General Information

Firm Start Year

1993

No.of Employees

5-9

Name of Custodial Firm

LPL Financial, Charles Schwab, Fidelity Institutional

Years of Experience in Financial Services

15+

Number of Years with Current Firm

10+

I work with the following types of clients

Multi-generational families, Businesses, Individual Investors

Services

Investment Types

Stocks, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

At my office, Via phone, Video Conference

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Flat Fee