Goodwin Investment Advisory2024-02-02T08:33:40+00:00

you can experience confidence and security

in your financial plan guided by a team your family can trust

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Five Star 2023

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.

how we serve you

how to hire us?

Get on a call

STEP 1

schedule an intro call

Our consultant will listen to your story and answer any questions you have during this free 15-minute intro call.

Meet with an advisor

STEP 2

meet with an advisor

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

Join our client family

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?

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How to create sustainable income for life

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Finding your right fit advisor

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Retirement Income Guide

7 steps to planning for a happy retirement guide

7 Steps to Planning for a Happy Retirement Guide

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Tax planning guide for 2024

The Money P.I.G. Podcast

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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.

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* latest 10 reviews as of 02.2024

Had the pleasure of having a conversation with Tara Bruce

Had the pleasure of having a conversation with Tara Bruce as a preliminary step towards working with Goodwin Investment Advisory. Good listener, knowledgeable, quick on her feet. Looking forward to next steps.

Jeffrey Hemme

non-client

I have been extremely satisfied with Tim and Joe Beckford.

I have been extremely satisfied with Tim and Joe Beckford. They are the only 2 that I have worked with, but the results speak for themselves and I am confident that they have my best interest in mind. They are easy to communicate with and to get in touch with should you need to. They are NOT robotic like so many other firms are. They Treat you like your family. What else could you look for?

Greg Butler

client

I appreciate that they take time to stop and really listen to each individual client.

I appreciate that they take time to stop and really listen to each individual client.

Stephanie Powell

client

Thankful for the knowledgeable staff, attention to detail, and exceptional customer service.

Thankful for the knowledgeable staff, attention to detail, and exceptional customer service.

Grady Bunch

non-client

Very attentive, personable, and they do a great job with my investments!

Very attentive, personable, and they do a great job with my investments!

Pam DeVictor

client

We highly recommend others to give GIA a chance to earn your business.

GIA is very customer focused. From day one when we meet Tim, he made us feel very at ease with the thought of turning out money over to a complete stranger. Tim was non pushy and really took the time to explain GIA”s philosophy on managing our money. He even offered to help us pick someone else if we didn’t want to go with GIA. However, we are really glad to have chosen GIA.
Since partnering with GIA, we have really been pleased. Everyone has been so friendly and helpful. We can’t say enough good things about the advisor we have been working with, Justin Pitcock. From his welcoming & friendly demeanor, to his actively listening to what we want and our concerns. He cares and carefully explains things so we understand. He looks at all aspects of our money, offers suggestions on tax advantages, and will even look at our company 401k’s to try and get the most for us when we get ready to retire. We highly recommend others to give GIA a chance to earn your business.

Michael Scott

client

Highly recommend!

Very professional, helpful, and thorough. Most of all, we trust them with the financial futures of ourselves and our employees. Highly recommend!

Vicki Dashley

client

GIA excels, and we highly recommend their services

Our experience with Joe Beckford has been great. He has always showed a genuine interest in understanding our financial situation and providing recommendations tailored to our specific needs. What sets GIA apart is their in-depth understanding and personalized approach, making us feel heard and valued. Notably, Joe takes the time to truly get to know us, fostering a connection that goes beyond the typical client-advisor relationship. Their responsiveness is commendable, ensuring that our questions are addressed promptly. In a world where personalized attention matters,
GIA excels, and we highly recommend their services for anyone seeking a dedicated and effective financial advisor.

Jason Verlangieri

client

Wow…..just wow.

Wow…..just wow. Thank you doesn’t cut it. Justin is truly are a gem and we can’t thank him enough for his time, advice and such thorough recap. Looking forward to the next steps and will be sure to be more collected and organized next time we see him as we know how difficult it is to try and help people who are not very well “put together”. That didn’t seem to bother Justin a bit, however. His professionalism, patience, knowledge and advice are invaluable and he and his team are incredible. We will certainly tell our friends and family how happy we are with him and Goodwin Investment Advisory.

David McPherson

client

We HIGHLY recommend Goodwin Investment Advisory!

We HIGHLY recommend Goodwin Investment Advisory! They are very professional and offer insightful advice. After meeting with Joe, we have more confidence going into our retirement years. We appreciated his patience and time.

Lori B

client

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.

client stories

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widow finds confidence

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busy couple hires CFP®

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stewarding an inheritance

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early retirement

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security in retirement after unexpected loss

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rethinking their retirement journey

Disclosure: The client experience stories are considered an “Endorsement” by the SEC and are intended to provide a narrated example of the services and solutions provided by Goodwin Investment Advisory to its clients. The endorsement is provided by an actual client of Goodwin Investment Advisory. The storylines illustrate real-life scenarios and challenges that our clients face and how we can serve as your investment and planning guide. Our firm does not compensate our clients for endorsements, nor do we believe there are any reportable conflicts of interest between the client and the firm with this endorsement.

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