Goodwin Investment Advisory2024-06-10T18:31:32+00:00

you can experience confidence and security

in your retirement plan guided by a team you 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. 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 04.2024

They make you feel like you’re with family.

Joe and the GIA team have been great to work with. They go above and beyond and really make you feel
like you’re with family.

Allison Oslack

client

They have provided great personal service!

My wife and I have been using Goodwin Investment Advisory for a couple of years and we are very happy
with the service we have received from Joe and Ray. They are very knowledgeable in their field and have
provided great personal service!

Noslack

client

Their professionalism and dedication to their customers is exceptional.

My sister and I met with Joe Beckford and Ray Brown yesterday. It was a routine meeting to discuss our
loved one’s finances. We are so thankful for the financial relationship he established with GIA years ago. It has made this new stage of his life so much more seamless. They took the time to understand his
current needs and patiently explained his options to us. Their professionalism and dedication to their
customers is exceptional. We are so thankful to have GIA as we navigate this next season of our loved
one’s life.

Kori Wardlow

client

Great to work with!

Justin is great to work with, open to listening to various financial scenarios, and helping us develop a very sound retirement plan!

Steve Seibert

client

They provide excellent financial planning services in a friendly atmosphere.

I have known Tim and his team for 2 years and they provide excellent financial planning services in a
friendly atmosphere. I have recently started listening to their Money Pig Podcast as well, and it is a great resource. Their beautiful office is also in a very convenient location.

Kimberly Peacock

non-client

We made the best financial decision joining the Goodwin team.

We made the best financial decision joining the Goodwin team. Justin has been a blessing. They always
go above and beyond, exceeding expectations. They’ve helped us build a future financial plan where we
can incorporate diverse investment strategies to obtain our goals so that we can do more of the things
that we love. They’ve also been instrumental in helping us plan our business goals and even helped us
find a new accounting partner. I do not know where we would be without Justin and Goodwin Investment
Advisory. I know that we are in great hands and working with people that truly care.

Kelley Stone-Castro

client

I am so thankful that my husband and I chose Goodwin investments

I am so thankful that my husband and I chose Goodwin investments To support and lead / advise us in our Financial goals! And I’m especially thankful to be working with Justin. He not only is extremely knowledgeable, but I know that he really hears our heart and guides us in the best solutions for us

Carolyn Boldt

client

Our experience as new partners with Goodwin has been great overall!

Our experience as new partners with Goodwin has been great overall! Justin, Ray, and the whole team
have been amazing to work with. It was a very seamless process and the trust was felt right away. Look
forward to the growth!

Curtis Prusha

client

We are so thankful we found Goodwin!

We are so thankful we found Goodwin! They are a wonderful team who genuinely care about their clients.
They make you feel like family right from the start. My husband and I entrust them in helping us make the best financial decisions for our future. Joe and Ray are excellent. Thank you both and the entire Goodwin team for all you do!

Kelly Anderson

client

Everyone at GIA is very friendly and resourceful.

My wife and I became clients in January of this year. Our advisor is Joe Beckford and all the support
staff. I have been with 2 other advisors since 2000. This is the first time we ever received a
comprehensive review to include budget setting and setting strategies moving forward. Everyone at GIA
is very friendly and resourceful. We learned about Joe from my daughter who has been a client for a
while and she could not say enough about Joe. I found this wonderful relationship with Joe Beckford.
Thanks Joe and staff.

Neil Booth

client

Goodwin Investment Advisory, LLC is an SEC Registered Investment Adviser. SEC registration does not imply a certain level of skill or training. GIA did not provide any cash or non-cash compensation in return for these reviews, testimonials, and endorsements by existing clients and other individuals. We are also unaware 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. Opinions and comments given by GIA clients or other individuals may not represent any other person’s experience with the firm.

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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