Good Life has picked up three new advisors in August, eyes growth with new location

As a 19-year-old financial advisor at the start of his career, Conor Delaney likely had some kind of plan, but fast forward another 19 years and the InvestmentNews 40 Under 40 alumnus must surely have surpassed his own goals.

As founder and CEO of Good Life Companies which partners with independent financial advisors nationwide, Delaney is now heading a 12-year-old business with 50 employees serving more than 200 advisors across the country managing more than $10 billion in client assets.

This month the firm has added three advisors to its network:

• Brian Douglas Trainer has affiliated with Good Life, joining Good Life Financial Advisors in Berks County, Pennsylvania and joining from American Portfolios Financial Services.
• R. Wilde Paule, CRPC, who joined Good Life’s network of financial advisors. Paule joins broker-dealer LPL Financial from Edward Jones.
• Creig Batcheler, CFP, has joined YTS Wealth Management, a Good Life-affiliated firm based in the Pittsburgh area. Batcheler joins YTS from Trustmont Financial Group.

“It is a milestone in an advisor’s career when they launch their own business,” said Delaney. “Supporting that moment is the backbone of our business, and it has inspired our continuing innovation and commitment to serve as a resource to the advisor and their business at every step.”

Good Life is eyeing expansion of its own footprint too, opening a second corporate headquarters in Orlando, Florida, augmenting its Reading, Pennsylvania location.

Delaney will be based in the new office, which should be open by the end of 2024 to support current advisors supported by the firm and to serve the strong demand for its differentiated model of services and support.

“As demand for independence grows, our model is resonating with advisors looking for a better way to work and live,” said Delaney. “The success of our affiliated advisors is a testament to that. With this new location, we can continue to enhance our offering of service and support by gaining access to a growing population of talent and creating a destination for advisors.”

In 2020, Delaney shared with InvestmentNews his insights into assembling the range of skills needed to run an advisory firm.