Goodwin Investment Advisory2022-12-08T10:05:57+00:00

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

what to expect?

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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.

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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.

Right fit guide

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.

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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 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.”

client stories

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Widow seeking confidence her money was invested right

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Uncertain and Self-managed couple

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Young couple didn’t know what they were missing

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Couple retire early during a pandemic

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Retired widow

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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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