National Retirement Planning Experts

National Coverage
Local Professionals


Dan Uribe

Good Wealth Management

544 S. Main St

Harrisonburg, VA 22801


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


No.of Employees


Name of Custodial Firm

LPL Financial, Charles Schwab, Fidelity Institutional

Years of Experience in Financial Services


Number of Years with Current Firm


I 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)

I can meet clients in the following ways

At my office, Via Phone, Video Conference

Compensation and Fees

Fee Structure


Minimum Portfolio Size for New Managed Accounts


Compensation Methods

Flat Fee