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Right fit guide

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

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* as of 02.2021

GIA is focused on building trust with their customers, and this means peace-of-mind for me.

GIA has grown into a very special team, who complement superior professionalism with an incredibly personal and relational approach to their customers – and with appropriate but great humor throughout the team. As we prepared for early retirement, we interviewed a few financial advisors to find a partner with whom we could establish a long-term trust relationship. We found Tim and the team to be knowledgable (but not arrogant), they listened with empathy to our personal situation and our goals / life priorities, and were flexible to adjust their investment approach to our specific requirements. I really like the fact that they use THE major company as fiduciary, and that we see email reports of every transaction, and we can monitor the accounts and investments at any time. GIA is focused on building trust with their customers, and this means peace-of-mind for me. We previously lived in California, and found it easy to work with TeamGIA via phone, FaceTime and email. We did not experience any issues because of the distance. We are dealing with many life changes / issues, but we are reassured knowing that GIA are taking care of the financial planning, so that we don’t have to worry about that also! Tim and his team have become part of our extended family, and their support means that financial topics no longer cause sleepless nights.

Herman Hugo

Major thanks to all the Goodwin Investments team has done for us!

We have now been with GIA for a few years. We could not be happier with our decision to trust the GIA team with our investments. One thing we loved most and still do to this date is that the folks at GIA are focused on ‘Our Why’. They spend the time to understand why we want the outcomes and results from our finances and help us by creating a plan to achieve those and make knowledgeable and experienced suggestions along the way. With our investments here we are able to feel safe and confident that not only our future is solid that our children’s future and charitable desires are also met. Major thanks to all the Goodwin Investments team has done for us!

Jimmy Patrick

Mr Goodwin and his team are easy to work with and informative.

Joanna, Joe and Justin have all been very helpful with our accounts!!

Danita Reeves

He takes all the time I need – he truly has the heart of a teacher.

After a life changing event, I knew I wanted to meet with an ELP. I had to move my 401k from my former employer, so after meeting with two other ELP’s, I chose Joe Beckford and GIA. I’ve met or spoken to most of the Goodwin team. Each one is professional, personable and quick to respond when I need something. On my first visit to the office, my name was on the board in the lobby – made me feel like one of the family! Its the personal touch that makes the difference for me. Joe won my confidence early on. His knowledge, professionalism and listening skills help me sleep at night! He takes all the time I need – he truly has the heart of a teacher.

Kathi Golden

Tim and his whole staff has allowed me and my company to take our financial matters to a whole new level.

Thanks Tim.

John Dicks

Great team of professionals who seem to care about their customers.

Rani Ghawi

Great service, very knowledgable, up to date.

Philip Trego

One of the best decisions I have ever made

Moving my investments to Goodwin Investment Advisory group 3 years ago has been one of the best decisions I have ever made. Not only is Tim Goodwin and his excellent team of advisors honest, trustworthy, wise and smart but they are overall wonderful people who love their work and are attentive to the details of each investors’ goals and portfolio. Tim and his capable staff have done an excellent job of continuing to communicate and educate their investors via conference calls, emails and video messages regarding the current economic upheaval. This level of attention and information has helped me to trust GIA’s advice as well as giving me a sense of peace knowing that they are monitoring and appropriately evaluating my portfolio on a daily basis.


Christian based, knowledgeable, trustworthy and personable

Channa Fleming

Family feel, availability, reassuring

Scott Kieffer

2019 Reader's Choice Award

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

why we’re different?

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