Invest in your
bigger, better future dream tomorrow retirement legacy

Let our team of advisors guide you toward the financial freedom and peace-of-mind that you're searching for.

 

 

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asset management

We manage brokerage accounts, IRAs, college savings plans and employer-sponsored plans like a 401k based on your appetite for risk and goals for retirement.

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financial planning

Because we know every journey is different, we design dynamic financial plans that help you get where you want to go, often before you were expecting to get there.

 
 
 
 

How we're different

high-tech, high-touch. See the big picture through a personalized financial dashboard.

team approach. Clients gets access to our entire team of financial advisors, relationship managers and other experts.

life advisors. We can consult and advise our clients on all things financial even if we don’t manage the asset.

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Who we are

Goodwin Investment Advisory is a financial planner and fee-only advisor that has been serving clients in the greater Atlanta area and across 14 states since 2004. From the new investor to those nearing retirement, we have experience serving clients of all kinds — including but not limited to traditional, blended, divorced, separated, widowed, same-sex and special needs.

 
 

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Recent blogs

A collection of our insights on how to make the most of your money.

 
Blog
Leaving A Legacy

We hope we give the best of ourselves, that our efforts would ideally leave this world better than we found it. Although wealth and property can be a powerful part of this, it is how we lead our lives that leave the greatest legacy.

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How to use your portfolio for the greater good

You can donate cash, clothes or even a car. But did you know you can also donate part of your investment portfolio? So, if you’ve already cleaned out your “giving budget,” closet and garage, and you’re wanting to do more, considering donating some of your appreciated investments.

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How to teach kids good money habits

Do you ever wish that you had started to save and plan for your retirement sooner? What a gift that would be. And while that’s not possible, it’s a gift that you can give to your children.

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Get started

Ready to take the first step toward financial freedom? Schedule a short intro call with a member of our team.