A Specialized firm

Goodwin Investment Advisory does not offer a wide range of services. We are a specialized firm focused solely on money management. Although we advise our clients on many issues surrounding their lives we generally recommend other professionals our clients have enjoyed to handle legal, accounting, mortgage, insurance and other financially related issues.

We are happy to work with small business clients to help them determine the best way for their owners and their employees to invest. Our expertise will be fully realized, however, when we are managing those assets.

One service we provide causing us to stand out in the marketplace is our availability to our clients to help them manage their employer sponsored plans. To learn more please visit our 401k Management options.

401k management

A Strong relationship

It is the intent of the current managing partners of Goodwin Investment Advisory to maintain a small, community-focused money management practice. GIA aims to provide exemplary service to a relatively small number of high-quality clients.

GIA is not actively engaged in pursuing future mergers or acquisitions. Instead, the goal of GIA is to grow internally at a steady pace. We seek referrals from clients only because we want to replicate their success.

GIA encourages its advisors to maintain continuous contact with their clients so that over time our advisors will grow to have strong relationships with their clients. We believing in adding value to more than our client's their net worth. GIA’s advisors are fueled by the knowledge that their clients have obtained Financial Peace and Freedom to make sacrificial gifts to their churches, schools and communities.