you can have the guidance and confidence

in your financial plan provided by a team your family can trust.

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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.

Trust Goodwin Investment Advisory in Woodstock, GA for your retirement and financial planning needs.

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how we serve you

portfolio/investment management

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.

financial planning

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.

risk management

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.

tax planning

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.

estate planning

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.

specialized services

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 2

meet with an advisor

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

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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.

find your best-fit investment advisor with these tips

Our hope is that you find the best-fit financial advisor for you, and we realize that might not be us. So we wanted to provide you this guide to help you search.

get the guide now!

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.

unique ability team

We tap into our team’s talent by letting them play to their strengths.

full access

All clients have access to our entire team, regardless of how big or small.

life advisors

Insight and guidance even if we don’t manage the investment.

lead by example

We follow the same financial advice we offer to our clients.

financial network

We worked side-by-side with other members of your team – insurance agents, CPAs, lawyers, etc.

employee-owned

We’re not publicly traded or owned by a big national firm.

generosity

We believe that being generous is an essential part of every financial journey.

CERTIFIED FINANCIAL PLANNER™

A designation requiring education, exam, experience, and ethics.

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* latest 10 reviews as of 11.2022

I would highly recommend this firm to anyone any age able to invest.

I’ve literally known Tim since I was 13 long before I was able to invest anything other than some loose change from lunch. There is no one I trust more with investing my money than him. Each
meeting we have to get on the same page of my goals has been concise with a clear plan to move forward to grow my wealth even further. I would highly recommend this firm to anyone any age able
to invest.

Ryan Gish (client)

GIA is an awesome company.

GIA is an awesome company. In particular, Joe Beckford has been invaluable to me and my family when it’s come to getting our finances in order. Finances have never been a strong suite of mine,
so whenever I call Joe to talk about my thoughts–whether it be my retirement accounts or advice on different big financial moves–he is always extremely patient with me and explains things in very helpful ways for me. Besides obviously knowing what they’re doing and being very good at it, they show great care for their customers (and their money) at every step of the way. Couldn’t recommend them more!

Jonathan Cook (client)

Goodwin Investment you are seen as family, the amount of your portfolio isn’t important.

My wife and I are long-standing clients of Goodwin Investment Advisory. For over a decade now, and they have continually and consistently looked out for our family from a financial standpoint.
Both Tim, the owner and Joe Beckford have personally taken the time to meet with our family to discuss our financial dreams and goals. Most recently, my wife contacted Joe about a couple of
questions during open enrollment at her work. There were a few options for retirement, and it was out of her field of expertise. Not only did Joe return her phone call within the hour, but he took the time to explain every aspect of the options. The company has nothing to gain from advising us for retirement options through work… Yet they stopped everything to answer our questions. At Goodwin Investment you are seen as family, the amount of your portfolio isn’t important. I am so thankful to have financial advisors that continually go above and beyond for our family! I would recommend GIA over any other financial planning institution around! Integrity and commitment to their clients are at the forefront of everything they do! Thank you Joe and Tim!

Brandon Grummer (client)

Working with GIA has been the best decision I have made.

I recently went through a major life change and turned to Goodwin Investment Advisory for guidance. Sharon Brewer is my financial advisor and she has not only successfully guided me financially, she has taken the time to explain everything along the way. She is more than patient and thorough, she is beyond smart and she truly has my best interest at heart. I have met many of the GIA associates and they are all extremely helpful and quick to respond. Working with GIA has been the best decision I have made.

Kimberly McIntyre (client)

Great group of amazing people!

Great group of amazing people! Super smart people and I trust every piece of advice Sharon has ever provided me with!🤗

Cindy Rier (client)

If you want to know about real estate investing Sharon Brewer is the one!

Ladies…(or Gentlemen) if you want to know about real estate investing Sharon Brewer is the one! Her years of investing have given her great insight in this investment area. She is also well
versed in all other investment areas. Can’t say enough about her knowledge, advice and availability! Thanks, Sharon

Debby Harter (client)

The future seems a little bit more safe with Goodwin at the wheel.

Sharon @Goodwin & Associates has been my best resource for navigating my upcoming retirement. I feel confident knowing that she has my best interest. The future seems a little bit more safe with Goodwin at the wheel.

Ed Herridge (client)

They are a no pressure financial advisor with strong values!

We are office park neighbors with GIA, they’re a welcoming and fun company. They are a no pressure financial advisor with strong values!

Eric Ritland (community)

Very helpful

Easy to work with and Informative

John Trane (client/family)

We couldn’t be in better hands.

With the current downturn in the economy this year, we decided to sit down with our CFP Joe Beckford for an investment review. Our past years with Tim Goodwin and GIA associates have always provided us excellent advice and always proven to enhance our portfolio. Our one meeting with Joe turned into 3, all strategically helpful. We reviewed our current portfolio, our monthly budget, and our future needs. The bottom line – we’re in good shape, and we owe that to our own good stewardship and GIA keeping our investments up-to-date and relevant. Thank you, Joe Beckford and GIA Asdociates for your time, guidance, and expertise. We couldn’t be in better hands.

Kathyrn Buchanan (client)

“Goodwin Investment Advisory, LLC is an SEC registered Investment Adviser. This testimonial was given by a current client, and was not compensated with cash, or non-cash compensation, for the testimonial. There are no material conflicts of interest on the part of the person(s) giving the testimonial resulting from the person’s relationship with Goodwin Investment Advisory, therefore has no incentive to recommend the adviser.”