Goodwin Investment Advisory2023-10-03T19:52:38+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 07.2023

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

I could get an answer to any financial question

You recognize us as people each with different ideas, views, and values. I am confident I could get an answer to any financial question, and it would be a researched answer.

T Cooper

client

Will definitely consider working with them in the future.

My Wife have been looking around for some financial help for a long time, but had not been able to find somebody we felt comfortable working with. Had our first meeting with Joe Beckford and will definitely consider working with them in the future. They seem very knowledgeable but also willing to listen to our
needs and wants. Thanks Joe!!

Dirley Souza

client

I am looking forward working with my advisor.

Tara was great with understanding my needs. There was no pressure or attempt to sell me financial products I did not need. Tara listened and then assigned me with the right advisor in their portfolio of financial experts. She also was upfront on their costs. I am looking forward working with my advisor.

Mike

non-client

My strategy session with Justin was excellent!

My strategy session with Justin was excellent! He was very professional and was able to provide lots of helpful information and advice to help me reach my specific financial goals. I will certainly be working with Goodwin Investments in the future!

David Vaughn

client

I met Justin and I love knowing I am always in good hands!!

When I first started looking for a financial advisor, I have to say I was cautious and really took my time finding someone. I wanted to be sure to find someone I felt that would always be honest, trustworthy and have my best interest at heart. Thanks to Dave Ramsey’s referral and his advice on the importance of finding a fiduciary that I could trust, I was introduced to Justin at GIA. From the moment
I met him he has ALWAYS brought me so much comfort, peace of mind and confidence on a subject that I’m not the most knowledgeable about. He’s so patient, kind and understanding of the many questions I always have. I could not recommend anyone I would trust more with my investments and future than Justin and the entire team at Goodwin. They are all absolutely amazing and always go above and beyond to help! Thankful
I met Justin and I love knowing I am always in good hands!!

Brenda Vlach

client

We love Goodwin Investment Advisory!

We love Goodwin Investment Advisory! We have worked with them for many years and would recommend them to anyone. Joe is our advisor and he is awesome! I know I am in good hands with them!

Jennifer Knighton

client

Everything Went very well.

Everything Went very well. I felt as if my concerns were being addressed genuinely.

Keith Harris

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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