Good Life Advisors, LLC

Good Life Advisors provides investment advisory, financial planning, retirement plan consulting, and related services to individuals, families, business entities, trusts, estates, and charitable organizations. Offerings include discretionary and non‑discretionary portfolio management, standalone and subscription planning, educational seminars, and access to third‑party programs and custodial platforms.

The firm emphasizes tailored advice informed by independent research and a team approach, using multiple methods of analysis (fundamental, technical/charting, and cyclical) and continuous account supervision to align asset allocation with clients’ objectives and risk tolerances. Advisors help clients access a range of programmatic solutions—sponsor‑managed wrap accounts, model portfolios, algorithmic managed solutions, and third‑party managers—and assist with selection, monitoring, and implementation.

Noteworthy among peers, Good Life publishes newsletters and periodicals (with optional subscription) and runs educational seminars as part of its client communications, in addition to offering a planning subscription service for ongoing advice. The firm also serves as a wrap‑program sponsor and accepts ERISA 3(21) and 3(38) retirement‑plan fiduciary engagements and participant‑level advice, combining institutional platform access with adviser‑led planning services.