What We Do
Our Mission
Founded in 2019 Good Life Financial Advisors of West Virginia’s mission is to serve clients with insight, integrity, and impact. We believe financial advising should be focused on client success. That’s why we focus on aligning your goals with tailored investment strategies, prioritizing transparency, and making financial education a cornerstone of our approach. Dedicated to helping West Virginians and beyond, we’re here to guide you confidently toward your financial dreams.
Our Guiding Principles
Commitment
We treat your financial goals as if they were our own, fostering a mutually beneficial partnership built on trust and dedication.
Guidance
We simplify the complexities of managing finances by providing clear, competent guidance so you can focus on your business, family, and passions.
Education
We empower you to make informed financial decisions by answering your questions and offering resources that prioritize your interests, providing clarity and confidence in every step.
Personalized Advice
Our independence allows us to offer comprehensive strategies supported by thorough market research—without proprietary product pressures. This means you receive personalized advice tailored to your unique financial journey.
Experience
With years of experience, we work seamlessly with other professionals in your life, like tax advisors and attorneys, ensuring all facets of your financial plan align to meet your goals.
About Us
The Power of Three
Good Life West Virginia
We work directly with you to understand your needs and create, implement, and adjust your personalized financial plan as life evolves.
Good Life Companies
Our partnership provides access to concierge-level services, including investment management, insurance options, and essential back-office support such as marketing, administration, and compliance.
LPL Financial
As the nation’s largest broker-dealer, LPL supports over 20,000 financial advisors, 800 institution-based investment programs, and 450 independent RIA firms nationwide. LPL’s commitment to independence allows advisors to choose the business model, services, and technology that best suit their clients. For more information about LPL Financial, visit www.lpl.com.
With our experience and strategic partnerships, we are uniquely positioned to meet the varied needs of our clients.
Some common questions we help answer include:
- When can I retire?
- Will my family be okay if something happens to me?
- What will my retirement look like?
- What can I afford in retirement?
- How prepared are we for our child’s education?
If you have these or other questions, contact us for a conversation. We're here to serve you.