We’re thrilled to share exciting news: Good Financial Group has officially become the New Orleans office of Trove Private Wealth!
This partnership marks a natural evolution of two long-standing firms united by shared values, deep trust, and a commitment to helping clients build, protect, and enjoy their wealth. Together, we’re expanding our capabilities, enhancing the client experience, and building on a legacy of service and integrity.
A Partnership Built on Trust and Shared Vision
Good Financial Group has proudly served clients for decades, working closely with individuals, families, and businesses to help them achieve their financial goals. Trove Private Wealth, founded more than 25 years ago, shares that same client-first philosophy—focusing on holistic, team-based, and relationship-driven wealth management.
Both firms have long-standing affiliations with Valmark Financial Group, a professional community of like-minded financial advisors who prioritize collaboration and excellence. After more than a decade of friendship and mutual respect within the Valmark network, Julian H. Good, Jr., CLU, ChFC and Ron Ware, JD, CFP® saw the opportunity to join forces.
What This Means for Clients
For our valued clients, this transition will be seamless. The New Orleans office location, phone, and fax numbers remain unchanged—just as they’ve been for the past thirteen years. Email addresses for Julian and Karen have transitioned to the @trovepw.com domain:
- Julian – jgood@trovepw.com
- Karen – kwhittington@trovepw.com
Any emails sent to the previous goodfinancialgroup.com domain will automatically forward to ensure timely communication.
Clients can also look forward to enhanced resources and a broader range of wealth management and insurance capabilities, backed by Trove’s extensive team and infrastructure.
A Shared Commitment to the Future
Julian and Ron share more than professional experience—they share a vision.
After 43 years of serving clients, I’m grateful for the relationships and trust built along the way. Joining Trove allows us to continue that legacy with greater collaboration, resources, and impact.
Our goal has always been to help people discover and achieve what they treasure most. By uniting our teams, we can serve more families and businesses with the care and excellence they deserve.
Looking Ahead
This partnership represents a powerful new chapter—one that builds on decades of experience, relationships, and shared purpose. Together, Trove Private Wealth and Good Financial Group are committed to expanding their impact, deepening relationships, and helping clients reach their next level of financial confidence.
Julian H. Good, Jr.,
CLU, ChFC, Partner
RON WARE, J.D., CFP®
CEO / Wealth Manager
Disclosures:
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment advisory services offered through Valmark Advisers, Inc. a SEC registered investment advisor, 130 Springside Dr., Suite 300, Akron, OH 44333-2431, 800-765-5201. Trove Private Wealth® is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Good Financial Group is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.