how we serve you

* as of 02.2020

He helped us achieve our financial goals!

My wife and I met with Tim this week to learn more about his firm and the service they offer. We were super impressed from the moment we walked in the door. Everyone was very welcoming and Tim was ready to meet immediately. He spent time asking us questions and learning about our goals. Then Tim walked us through his approach to helping us achieve our financial goals. We will be working with Tim and his team in the near future and we are excited to get started soon! PS – something else that we really loved is he lives by the financial advice he gives to his clients. Giving / charity is a major priority for him and that spoke volumes to us.

Waylon Smith

They won our confidence!

My wife and I were referred to Tim several months ago. We were fortunate enough to have the opportunity to get to know him prior to our first in office meeting. Once you meet Tim what I’m about to say will make sense, so you’ll have to do that. Tim is a very straight forward and likable person.This was apparent from our first conversation. He’s not a pushy sales guy, he’s a genuine listener and good at getting to the point when he needs to. This first encounter lead us to schedule an appointment with Tim and his team to discuss the full scope of their services. His office was clean, well organized and accommodating. The progression of our follow up meetings, proposed strategies and most importantly his companies culture fit our goals and won our confidence. We are looking forward to continuing to build a long term relationship with Goodwin Investment Advisory.

CJ Stam

With the GIA team on our journey to financial freedom!

With retirement approaching, my husband and I wanted to get profession advise to guide us through this significant part of our lives. As we began discussions, Tim and team quickly gained our confidence. From the initial intake phone meeting with Beth, to the fact-finding interview with Joe, to the planning meeting with Tim, the knowledge, caring and integrity of this group became evident. We will certainly have questions along the way and are confident that Tim and team will respond timely with straightforward answers that we can trust. We are looking forward to building a long-term relationship with the GIA team on our journey to financial freedom!

Kathy Brooker

They make the difference!

A great, customer focused firm that truly cares about teaching and serving their clients. The personal touch from Tim and his team really make the difference. If you want a financial advisor you can learn from and trust then look no further, you’ve found the place!

Jay Teresi

I highly recommend meeting with GIA!

I have known Tim for years so my husband and I went into our meeting fully persuaded that he was completely trustworthy and a man of integrity – 2 things I consider to be imperative traits of anyone who might be handling or advising us about our finances. But I was really blown away at the heart and mission of this firm, the way they care for their clients, the wealth of knowledge and varied expertise amongst the team members, their incredibly successful track record and reputation in the North Georgia area, and honestly the “way” and the “why” they do everything they do! Tim helped draw out our heart and really help us better define our goals for the future. He answered so many questions we didn’t even know to ask before our meeting. He explained things so they were easy to understand. My husband and I were both so impressed and truly helped by our time with Tim. I cannot say enough about this firm – if you have any questions about where you are now financially and how to get to a desired goal in the future, I highly recommend meeting with GIA. I truly believe you will be so glad you did!

Mitzi Kurtis

I feel like I’m in good hands a GIA!

To me, trust is probably the main aspect I’m looking for in an investment advisor… expert and timely advice I know I can trust. I’ve been working with Tim and his team over 12 years now and there’s no one else I’d rather trust with my assets. They have given me sound and timely advice year and year… Spending the time it takes to dig in deep and fully understand my particular needs and concerns… advice that’s in my best interest, not driven by trying to make another buck for themselves. I feel like I’m in good hands a GIA!

Ralph Johnston

An A+ firm!

We been clients of Goodwin Investment for multiple years. We find Tim and his team to be extremely knowledgeable and they take pride in offering advance technology along with targeted and current investing advice. So much so that we allow them to mange all of our accounts. Tim and his staff a very accessible in addition to offer multiple educational opportunities. We highly recommend Goodwin Investment Advisors …. an A+ firm.

Julie and Allen Nunnelly

Great communicator and reasonable coaching fees!

Joe Beckford was great at teaching about many aspects of my finances-from stock market investing to debt payments to the pros and cons of refinancing a mortgage. Great communicator and reasonable coaching fees. I highly recommend!

Heidi Moore

Highly recommended!

Do you need help making financial decisions? Then contact Tim Goodwin at Goodwin Investment Advisory. He is extremely knowledgeable about all facets of the investment industry. He and his staff not only work on your behalf but take the time to explain all information so that you can make informed decisions and attain your financial goals. Tim genuinely cares about his clients and their future. My husband and I highly recommend Goodwin Investment Advisory.

B Brown

Can’t recommend highly enough!

Very honest and wise advice for my family. I’ve yet to find a company that values individual’s finances as much as this team does. Can’t recommend highly enough.

Andy Jones

Voted Reader’s Choice Award three years in a row!

why 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 that they’ve worked with in the past. They wanted us to tell you what makes us stand out.

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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 20 minute intro call.

STEP 2

meet with an advisor

One of our advisors will discuss managing your investments and your financial plan in a free consultation.

schedule 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.

Subscribe to our valuable content and for doing so, we will send you a free pdf of our founder’s book, Exponential Wealth.