We manage brokerage accounts, IRAs, college savings plans and employer-sponsored plans like a 401k based on your appetite for risk and goals for retirement.
Because we know every journey is different, we design dynamic financial plans that help you get where you want to go, often before you were expecting to get there.
How we're different
high-tech, high-touch. See the big picture through a personalized financial dashboard.
team approach. Clients gets access to our entire team of financial advisors, relationship managers and other experts.
life advisors. We can consult and advise our clients on all things financial even if we don’t manage the asset.
Since 2004, Goodwin Investment Advisory has been serving the Atlanta area and all over the United States. We are fee-only financial planners and advisers; our experience helps us serve our clients with varied financial needs and backgrounds. We work with traditional, blended, same sex and special needs families. Help with separation, divorce or widowhood is also available. If you have questions surrounding military, government, self-employed or non-profit financial planning and retirement, please reach out today.