COLUMBUS, OH – April 1, 2026 – Good Life Companies (Good Life), a partner to independent financial advisors nationwide, is pleased to welcome Stephen A. Rogers, CFP®, to its growing network of advisors as he launches Birch Tree Wealth Management. Based in Columbus, Ohio, Rogers brings more than 25 years of experience in financial services.
Rogers is a CERTIFIED FINANCIAL PLANNER™ professional who advises individuals, families, and business owners across industries including healthcare, construction, engineering, sales, and executive leadership. His work spans financial planning, investment management, and guidance through key life and business transitions. He earned his Bachelor of Science in Business Administration with concentrations in Economics and Finance from Ohio Dominican University and completed earlier studies at The Ohio State University.
“I was looking for a partner that would allow me to continue growing my business while better serving my clients,” Rogers said. “With the support and resources of Good Life and a market-leading broker-dealer like LPL Financial, I’m able to build Birch Tree Wealth Management into a firm of like-minded professionals focused on long-term client success.”
Conor Delaney, founder and CEO of Good Life, added, “Our focus is on providing advisors with the front-office support and infrastructure they need to truly lead their businesses. This allows them to spend more time with clients, grow their practices with intention, and build their own version of the good life. Stephen is a great fit for that model, and we’re excited to support him as he launches Birch Tree Wealth Management.”
About Good Life
Our mission is to help more Americans and business owners achieve their version of the Good Life. We do that by serving independent advisors, helping them stay focused on their priorities and goals by making it easy for them to focus on their clients. Good Life offers a comprehensive platform of services and solutions that empower independent financial advisors throughout the lifecycle of their business, including a turnkey platform to launch their business; services to manage their practice; investment management, financial planning, and insurance services to grow their client relationships; support to improve their quality of life; and partnership to support strategies for growth and monetization. The Good Life network is made up of more than 200 financial advisors.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Good Life Companies, Birch Tree Wealth Management and LPL Financial are separate entities.
Media Contact: Tatiana Perez, Manager of Corporate Marketing & Public Relations | tatiana.perez@goodlifeco.com | (407) 557-8787
