Lisle, IL Office

Team
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Good Life Advisors, LLC logo

Good Life Advisors, LLC

Multi-team

Firm-wide stats for Good Life Advisors, LLC

Total advisors

60

Across 28 offices

Clients per advisor

371 Very High

Avg AUM per client

$193,817 Very Low

HNW client ratio

4% Very Low

About

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.

Based on Good Life Advisors, LLC

Expertise

Retirement income strategy Business exit / sale strategy

Based on Good Life Advisors, LLC

Occupation focus

Founder/Business Owner Executive

Based on Good Life Advisors, LLC

Location

1011 Warrenville Rd, Suite 155

Lisle IL 60532

Advisors at this office

5

Advisors at this office

user avatar

Jeffery G

Series 63, Series 65

Lisle, IL

Good Life Advisors, LLC

Jeffery Grecu is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Level Four Advisory Services, LPL Financial, and Opus Wealth Management Group. He has co-owned a non-variable insurance business and operates J.A.G. Planning and Investments LLC for tax and investment purposes. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach and multiple methods of analysis to deliver tailored advice and offers a range of programmatic solutions alongside educational seminars and subscription planning services.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Kyle M

Series 63, Series 65

Lisle, IL

Good Life Advisors, LLC

Kyle Mcbroom is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Level Four Advisory Services, LPL Financial, and Opus Wealth Management Group. Outside of his advisory work, he is associated with Bigdog Dadddy LLC, a business entity used for tax and investment purposes. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to a diverse client base, including individuals, families, business entities, and charitable organizations. The firm uses a team approach and multiple analytical methods to tailor advice and offers a range of programmatic solutions alongside educational seminars and subscription-based planning services.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Kyle H

ChFC®, Series 66

Lisle, IL

Good Life Advisors, LLC

Kyle Harper is a financial advisor at Good Life Advisors, LLC in Lisle, IL, holding the ChFC® and Series 66 credentials with 14 years of industry experience. He previously worked at Level Four Advisory Services, LLC, Opus Wealth Management Group, and LPL Financial, LLC. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team approach with multiple analysis methods and continuous account supervision to tailor advice and offers access to various programmatic solutions and educational seminars.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
user avatar

Jeffery H

CFP®, Series 63

Lisele, IL

Good Life Advisors, LLC

Jeffery Harper is a CFP® professional with 36 years of industry experience currently affiliated with LPL Financial in Lisle, IL. He has worked at Good Life Advisors, LLC since 2021 and previously held roles at Level Four Advisory Services, LLC and Opus Wealth Management Group. Outside of his advisory work, he oversees the raising and selling of cattle on a farm he owns. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
user avatar

Charles B

CFP®, ChFC®, Series 63, Series 65

Lisle, IL

Good Life Advisors, LLC

Charles Baier is a CFP® and ChFC® with 20 years of experience in the financial services industry. He has worked at Good Life Advisors, LLC since 2021 and previously held roles at Level Four Advisory Services, LPL Financial, and Opus Wealth Management Group. In addition to his advisory work, Baier is a commissioned notary. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to tailor advice, offering discretionary and non-discretionary portfolio management alongside educational seminars and access to various third-party programs and custodial platforms.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
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