Disclosure: Goodwin Investment Advisory, LLC is an SEC registered Investment Adviser. The Google ratings, client satisfaction ratings and reference on The Ramsey Show were given by current clients, and were not compensated with cash, or non-cash compensation. There are no material conflicts of interest on the part of the person(s) giving the ratings and references resulting from the person’s relationship with Goodwin Investment Advisory, therefore has no incentive to recommend the adviser. The Reader’s Choice Award is based on nomination and voting by community members and others, and also include employees of Goodwin Investment Advisory. Please click here for further information.
how we serve you
Are you concerned about your investments and what to invest in? Our expert advisors provide disciplined, dynamic, and carefully curated investment strategies. These time-tested strategies are designed to help you meet your individual investment goals and objectives. Our team is available to guide you on the journey towards confidence that your money is invested correctly and will be there for you when you need it.
Are you on track to achieve your financial goals? At the end of the day, time is your most valuable asset and we aim to allow you to spend more time the way you want. Partnering with us in your financial plan allows you to have more time, and ensures that your goals and finances are integrated together. At GIA our goal is that you should have peace of mind, allowing you to do more of the things you love, and to create memories for your family and the people you love.
Are you worried that you might be invested or insured incorrectly? Team GIA can guide you through a risk assessment and help you identify and offset risks that could considerably diminish your wealth. While we like to encourage you to focus on what may go right with your situation, it’s crucial to examine how you may be negatively impacted without proper defenses in place. Our team will help you determine your appropriate risk tolerance as well as recommend putting safeguards and proper insurance in place. Being proactive helps you to have peace of mind for the present and the future.
Are you concerned that you may be paying too much in taxes? Do you want to reduce your tax liability? It is important to accumulate wealth in different tax-advantaged accounts. Sequencing distributions of investment account tax-types can dramatically improve outcomes in your retirement years. Let us help you keep as much of your hard earned money as possible and help it grow for your future.
You want your wealth to outlive you and last for generations. We want to help you leave your legacy the way you have dreamt of, by helping you understand the benefits of trusts, wills, powers of attorney, and healthcare directives. A solid understanding of how your assets will be distributed can give you peace of mind about where your money is going and how your legacy will impact those you love and the organizations you care about.
With more wealth comes the need for more stewardship and a need for a higher level of expertise. This is why GIA offers specialized services and access to both our team of advisors and our trusted partners to help you consider sophisticated solutions tailored to fit your needs. Specialized services we offer are: real estate investing, retirement plans for employers, private trust services, and charitable planning. More money doesn’t have to mean more problems – it can mean you have more opportunities to help you reach your long term goals with confidence.
what to expect?
STEP 1
schedule an intro call
Our director of first impressions will listen to your story and answer any questions you have during this free 30 minute intro call.
STEP 3
join our client family
Join our firm for unparalleled customer service and get your personalized strategy and access to all of our services.
A free guide just for you
Feeling stressed about your financial future, or just want to learn more ways to set yourself up to meet your financial goals? Reaching your personal financial goals is important to achieving peace and confidence.
How to create sustainable income for life? What things do you need to address and check-off your list this year? How to find your right-fit advisor? How to achieve your first 100,000 in investable assets?
The Money P.I.G. Podcast
Welcome to our brand new podcast called, The Money P.I.G. Podcast!
The Money PIG Podcast is hosted by Reid Trego, Registered Financial Advisor, and brought to you by Goodwin Investment Advisory where our Mission is to lead people to Financial Peace, Independence and Generosity, hence the name PIG.
how we’re different
To answer that question, we decided to talk to the experts. So, we asked our clients what makes us different from other financial advisors in Woodstock that they’ve work with in the past. They wanted us to tell you what makes us stand out.
A designation requiring education, exam, experience, and ethics.
* latest 10 reviews as of 07.2023
Goodwin Investment Advisory, LLC is an SEC Registered Investment Adviser. GIA did not provide any cash or non-cash compensation in return for these testimonials and endorsements by existing clients and potential clients. We are also not aware of any material conflicts of interest on the part of the person(s) giving the testimonial or endorsement resulting from the person’s relationship with Goodwin Investment Advisory, which could result in an incentive to recommend the adviser.
