Durham, NC Office

Good Life Advisors is an enterprise‑scale registered investment adviser with roughly 95 advisors and approximately $4.35 billion in assets under management serving individuals (including high‑net‑worth clients), business entities, trusts, estates, and charitable organizations. The firm provides portfolio management on both discretionary and non‑discretionary bases, comprehensive and subscription financial planning, retirement plan consulting and ERISA fiduciary services, and access to third‑party asset managers and multiple sponsored advisory programs.

The firm’s investment process emphasizes tailoring portfolios to each client’s objectives and risk tolerance, combining fundamental, technical and cyclical analysis with continuous account monitoring and rebalancing. Good Life implements strategies through a mix of direct management, model portfolios and TAMP offerings, and commonly uses LPL‑sponsored platforms and technology (including the eMoney client portal and algorithmic guided‑wealth options) to execute and report on client accounts.

Notable details in the brochure that distinguish Good Life from many peers include acting as sponsor and portfolio manager of its own wrap‑fee program and the firm’s publication of newsletters and periodicals (with optional subscription fees), a practice that the brochure notes but does not require clients to use. The firm also discloses a passive minority ownership in another registered adviser and offers a broad service mix—from educational seminars and planning subscriptions to ERISA 3(21)/3(38) plan‑level management—that may be atypical for firms of similar size.