Goodwin Investment Advisory2023-11-17T19:46:19+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

what to expect?

Get on a call

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.

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 10.2023

Highly recommend.

As always, Joe was prepared for our meeting, was quite thorough, and answered all our questions. Really makes you feel like you’re talking with a friend. Highly recommend.

Greg P

client

We have been very happy with him and his team at Goodwin.

We started working with Joe Beckford at the beginning of this year and have been very happy with him and his team at Goodwin.

Julia Kersey

client

I look forward to working with him and GIA for help with my investments in the future!

Ray was very patient and helpful providing guidance on my current 401(k) and rollover options. We had a virtual meeting and he followed up with a video to guide me through the homework on my side. I look forward to working with him and GIA for help with my investments in the future!

Michelle Meillón

non-client

I absolutely love working with Tim and his team.

I absolutely love working with Tim and his team.

Gavin Adams

client

We would highly recommend them!

We have always been thoroughly pleased with our experiences with Joe Beckford and the staff at GIA. We would highly recommend them!

Barbara Reynolds

client

TRUST ME, take the time to reach out, I promise you won’t regret it!

Recently I was hit with self reflective moments that has threw all hope out the window as I was self destructing myself into absolute chaotic mental abuse and I was on very low inspiration. I used the last amount of “change” and “energy” looking and searching through the internet just to be left with very dry replies or just an explosive amount of overwhelmingness from their advertisements. “WELL, IF YOU HAVE THIS AND THIS AND THAT OR SO THIS, THEN ONLY THESE PROGRAMS ARE BEST FITTED FOR YOU.” And not very much on, “if you are struggling in this or time gets tough and we are here to lend a hand so what do you think about this? Well, lets try what we can if something is not workable or fitted.” Well that’s exactly what energy Terra gave me. The call was supposed to last 20 min long but she stayed on the phone to LISTEN and COMFORT me. It’s not an easy subject. It’s me at my most vulnerable moment in life and she gave me that hope, that void, the first piece that I felt like I have lost in a very meandering road. She sent me free guides and information on the little things, but those little things will be a massive contribution to the changes I need to focus on. I didn’t ask, she offered. I can’t wait for the consultation, already I feel like iv’e known them for so long. I feel like I am part of their family and that I am already 34 steps ahead. TRUST ME, take the time to reach out, I promise you won’t regret it!

Thu-Nga Huynh

non-client

I am grateful to be a client of this advisory team!

Annual financial/portfolio review meetings are just one of the many valuable benefits of being a client of Goodwin Investment Advisory. My recent review experience with Ray Brown was not only thorough, but also encouraging to know how best to plan for the future in these retirement years. He is an amazing and talented young man!
Tim Goodwin, Ray Brown and Sharon Brewer are just 3 of the team of very smart and knowledgeable people who are or who have been extremely helpful in advising and guiding me to financial peace in my retirement.
Additionally, Goodwin Investment Advisory’s many client communication vehicles, from weekly reports, podcasts and market updates are timely and thorough. This team is always available to assist or answer any questions or concerns, which is especially important during these days of economic uncertainty.
I am grateful to be a client of this advisory team!

Cindy Rincon

client

Always available!

Feel you always address our concerns and are always available to answer our questions.

Dave Barkman

client

I am so very impressed with our time together

I spoke with Ray Brown on the Goodwin Investment Advisory team yesterday. I am so very impressed with our time together, I want to leave a review for anyone with not lots of savings and looking toward a scary future. I am 70 years old and have been very concerned about my future with limited income and savings. Ray was so very positive and had many suggestions that I am excited about and will help me sleep better at night. Not only is Ray a very kind, compassionate, huge Dave Ramsey fan (like myself), enthusiastic and very smart, he is extremely knowledgeable of the market and really seems to understand the phase of life I am in today. I am grateful to Ray Brown for our time yesterday. Well spent!!

Sharon Green

client

GIA is a breath of fresh air when it comes to investment advisory services.

GIA is a breath of fresh air when it comes to investment advisory services. They offer a wide ranges of services and have some of the most knowledgeable advisors in the country. Another satisfied customer!

Troy Olson

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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