About Good Life Financial Advisors
<p>Founded in 2012, Good Life Financial Advisors is a registered investment advisor within The Good Life Companies and works as a supported independent advisor platform.</p> <p>Headquartered in Bridgeport in north-central West Virginia, the firm works with individuals and families nationwide on retirement and financial planning. For employer plans, Good Life Financial Advisors focuses on plan design decisions and participant-level advice, helping plan sponsors structure benefits and helping employees make informed choices about saving and investing.</p> <p>Its day-to-day work includes financial planning, investment management, retirement planning, estate planning, and pension plan management. The firm supports over 15,000 clients through a network of more than 150 independent advisors and 50 support staff.</p> <p>What sets the platform apart is the combination of independent advisors with dedicated in-house support staff, which helps keep planning and participant guidance consistent across the network.</p> <ul> <li>Registered investment advisor (RIA) founded in 2012</li> <li>HQ in Bridgeport, West Virginia; serves clients nationwide</li> <li>Retirement plan services: plan design and participant advice</li> <li>Wealth services: financial planning, investment management, estate and retirement planning</li> <li>Scale: over 15,000 clients, 150+ independent advisors, and 50 support staff</li> </ul>
Website: https://www.goodlifefawv.com/our-services
Founded: 2012
Office Locations
- Bridgeport, WV (Headquarters)
Services Offered
- Plan Design Consulting
- Participant Investment Advice
Team Members
- JR Frenzel, Wealth Consultant
- Conor Delaney, Founder & CEO
- Courtnie Nein, Co-Founder & President