you can experience confidence and security

in your financial plan guided by a team your family can trust

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

portfolio/investment management

Are you concerned about your investments and what to invest in? Our expert advisors provide disciplined, dynamic, and carefully curated investment strategies. These time-tested strategies are designed to help you meet your individual investment goals and objectives. Our team is available to guide you on the journey towards confidence that your money is invested correctly and will be there for you when you need it.

financial planning

Are you on track to achieve your financial goals? At the end of the day, time is your most valuable asset and we aim to allow you to spend more time the way you want. Partnering with us in your financial plan allows you to have more time, and ensures that your goals and finances are integrated together. At GIA our goal is that you should have peace of mind, allowing you to do more of the things you love, and to create memories for your family and the people you love.

risk management

Are you worried that you might be invested or insured incorrectly? Team GIA can guide you through a risk assessment and help you identify and offset risks that could considerably diminish your wealth. While we like to encourage you to focus on what may go right with your situation, it’s crucial to examine how you may be negatively impacted without proper defenses in place. Our team will help you determine your appropriate risk tolerance as well as recommend putting safeguards and proper insurance in place. Being proactive helps you to have peace of mind for the present and the future.

tax planning

Are you concerned that you may be paying too much in taxes? Do you want to reduce your tax liability? It is important to accumulate wealth in different tax-advantaged accounts. Sequencing distributions of investment account tax-types can dramatically improve outcomes in your retirement years. Let us help you keep as much of your hard earned money as possible and help it grow for your future.

estate planning

You want your wealth to outlive you and last for generations. We want to help you leave your legacy the way you have dreamt of, by helping you understand the benefits of trusts, wills, powers of attorney, and healthcare directives. A solid understanding of how your assets will be distributed can give you peace of mind about where your money is going and how your legacy will impact those you love and the organizations you care about.

specialized services

With more wealth comes the need for more stewardship and a need for a higher level of expertise. This is why GIA offers specialized services and access to both our team of advisors and our trusted partners to help you consider sophisticated solutions tailored to fit your needs. Specialized services we offer are: real estate investing, retirement plans for employers, private trust services, and charitable planning. More money doesn’t have to mean more problems – it can mean you have more opportunities to help you reach your long term goals with confidence.

what to expect?

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.

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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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?

The Money P.I.G. Podcast

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.

unique ability team

We tap into our team’s talent by letting them play to their strengths.

full access

All clients have access to our entire team, regardless of how big or small.

life advisors

Insight and guidance even if we don’t manage the investment.

lead by example

We follow the same financial advice we offer to our clients.

financial network

We worked side-by-side with other members of your team – insurance agents, CPAs, lawyers, etc.

employee-owned

We’re not publicly traded or owned by a big national firm.

generosity

We believe that being generous is an essential part of every financial journey.

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

A designation requiring education, exam, experience, and ethics.

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* latest 10 reviews as of 10.2023

Highly recommend.

As always, Joe was prepared for our meeting, was quite thorough, and answered all our questions. Really makes you feel like you’re talking with a friend. Highly recommend.

Greg P

client

We have been very happy with him and his team at Goodwin.

We started working with Joe Beckford at the beginning of this year and have been very happy with him and his team at Goodwin.

Julia Kersey

client

I look forward to working with him and GIA for help with my investments in the future!

Ray was very patient and helpful providing guidance on my current 401(k) and rollover options. We had a virtual meeting and he followed up with a video to guide me through the homework on my side. I look forward to working with him and GIA for help with my investments in the future!

Michelle Meillón

non-client

I absolutely love working with Tim and his team.

Gavin Adams

client

We would highly recommend them!

We have always been thoroughly pleased with our experiences with Joe Beckford and the staff at GIA. We would highly recommend them!

Barbara Reynolds

client

TRUST ME, take the time to reach out, I promise you won’t regret it!

Recently I was hit with self reflective moments that has threw all hope out the window as I was self destructing myself into absolute chaotic mental abuse and I was on very low inspiration. I used the last amount of “change” and “energy” looking and searching through the internet just to be left with very dry replies or just an explosive amount of overwhelmingness from their advertisements. “WELL, IF YOU HAVE THIS AND THIS AND THAT OR SO THIS, THEN ONLY THESE PROGRAMS ARE BEST FITTED FOR YOU.” And not very much on, “if you are struggling in this or time gets tough and we are here to lend a hand so what do you think about this? Well, lets try what we can if something is not workable or fitted.” Well that’s exactly what energy Terra gave me. The call was supposed to last 20 min long but she stayed on the phone to LISTEN and COMFORT me. It’s not an easy subject. It’s me at my most vulnerable moment in life and she gave me that hope, that void, the first piece that I felt like I have lost in a very meandering road. She sent me free guides and information on the little things, but those little things will be a massive contribution to the changes I need to focus on. I didn’t ask, she offered. I can’t wait for the consultation, already I feel like iv’e known them for so long. I feel like I am part of their family and that I am already 34 steps ahead. TRUST ME, take the time to reach out, I promise you won’t regret it!

Thu-Nga Huynh

non-client

I am grateful to be a client of this advisory team!

Annual financial/portfolio review meetings are just one of the many valuable benefits of being a client of Goodwin Investment Advisory. My recent review experience with Ray Brown was not only thorough, but also encouraging to know how best to plan for the future in these retirement years. He is an amazing and talented young man!
Tim Goodwin, Ray Brown and Sharon Brewer are just 3 of the team of very smart and knowledgeable people who are or who have been extremely helpful in advising and guiding me to financial peace in my retirement.
Additionally, Goodwin Investment Advisory’s many client communication vehicles, from weekly reports, podcasts and market updates are timely and thorough. This team is always available to assist or answer any questions or concerns, which is especially important during these days of economic uncertainty.
I am grateful to be a client of this advisory team!

Cindy Rincon

client

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

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.