Goodwin Investment Advisory2023-06-06T16:56:06+00:00

you can experience confidence and security

in your financial plan guided 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.

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

100k-book

Your first 100,000 in investable assets

right-fit-guide

Finding your right fit advisor

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Retirement & Tax Planning Quick Sheet

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Money conversations to improve your finances

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 05.2023

I felt very comfortable with moving forward to an in-person meeting with an advisor.

After speaking with Tara on the initial call, I felt very comfortable with moving forward to an in-person meeting with an advisor. Tara was very easy to talk to and she covered all the bases to ensure my meeting would be productive and informative.

Sheree Chandler

potential client

We have been with this company for years

We have been with this company for years and they never cease to amaze us with their attention to detail. We feel very confident that our accounts are being well taken care of no matter what the current state of the economy is. We just had our annual account checkup. Justin is our personal advisor and he is top notch!

Kim Crosby

client

Great first call!

Great first call!

Condo Tweedy's

Potential Client

Highly recommend exploring their services.

Tara was excellent to talk to and setting up my potential best options. Highly recommend exploring their services.

Todd Brown

Potential Client

Justin is always patient, thoughtful and caring during our meetings.

GIA has been managing my retirement investments since 2020. They are always available for consultations, operate with high integrity, and continually prove their concerns for clients. Justin is always patient, thoughtful and caring during our meetings. I so appreciate his knowledge and guidance!

Janet Aman

Client

I love sitting with Joe and just learning so much!

I love sitting with Joe and just learning so much!

Sam Cape

Client

Thank you team Goodwin!

Thank you team Goodwin

Malek

Client

Intro Call from Potential Client

Tara Bruce was great and very understanding.

Odimarr

Potential Client

From the start the experience has been pleasant and with clear concise guidance.

After my initial call with Tara and my first meeting at the office, I knew that Goodwin Investment Advisory and specifically Joe and Rory would be the team I select to help me navigate my financial future. From the start the experience has been pleasant and with clear concise guidance. Trusting others with your hard earned money isn’t easy however I have the utmost confidence in Joe, Rory and the rest of the Goodwin team. Can’t wait to see what the future brings!

Jacqui Geraci

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 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

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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