Expert advisors provide disciplined, dynamic, and carefully curated investment strategies, because that is the foundation of GIA’s investment management process. Our time-tested strategies are designed to meet your individual investment goals and objectives. We recommend global, domestic-only, or ESG-only model asset allocation strategies.
Financial Planning is “a collaborative process that helps maximize a client’s potential for meeting life goals through financial advice that integrates relevant elements of the client’s personal and financial circumstances,” according to the Certified Financial Planning Board.
Team GIA helps identify risks that could considerably diminish your wealth. Through insurance assessment we partner you with top-tier private insurance solutions. While we like to encourage you to focus on what may go right with your situation, it’s also crucial to examine how you may be negatively impacted without proper defenses in place.
Sequencing distributions of investment account tax-types can dramatically improve outcomes in your retirement years. Therefore it’s important to accumulate wealth in different tax-advantaged accounts to have those options in the future.
Our estate planning experts will help you understand how your assets will be distributed under your current estate plan and existing tax law, specifically working with Trusts, Wills, POAs, and healthcare directives.
Private real estate investing can offer broader diversification to your stock and bond portfolio while providing access to non-correlated investments that have income and capital appreciation potential as well as tax advantages.
find your best-fit advisor with these tips
Our hope is that you find the best-fit advisor for you, and we realize that might not be us. So we wanted to provide you this guide to help you search.
Easy to work with. Truly believe you have our best interest at heart. Outstanding customer service. Easy to get in touch with him when needed. Justin organized a three way call with a rep from Lincoln Financial as I was trying to move the funds I have there to Fidelity. He knew the questions to ask, etc, and helped me make sense of what I was told.
I love the morals and values that this company stands for.
I love the morals and values that this company stands for. I know that they are trustworthy. I also know that they are advising people to follow God’s word – what more do you want?!! I love that you give us self improvement books on our birthday! I look forward to that card every year! It’s like you’re making a personal investment in all of our lives! It’s about more than just the money, you want us to be thriving in all areas.
Goodwin Investment gives reliable assistance if needed.
Goodwin Investment gives reliable assistance if needed. They’re just a phone call/text away. Justin arranged a phone conference with someone with the group doing our estate planning and made things simpler. We appreciated the assist.
Very much appreciated
I appreciate the Christian approach, Dave Ramsey ideology and willingness to meet their clients needs. Very much appreciated Tim taking time last year to sit with our 4 teen kids with an age appropriate financial guidance lesson with Q and A!
GIA is a trusted resource
GIA is a trusted resource, and I think trust with finances is the most vulnerable part of going with a 3rd party to manage your wealth. Response rate is always very quick for easy or complex questions. I have to say Joanna has just been great, from our very first interaction. She is knowledgable, quick to respond and extremely helpful.
Goodwin Investment Advisory is awesome
GIA (Goodwin Investment Advisory) is awesome. They are the whole reason we can see the light at the end of the tunnel….aka retirement. Best decision we ever made.
I can’t wait to really start with this group of great people
I came home to some hand-selected Paleo treats sent from our new Financial Advisor and team (Goodwin Investment Advisory). I think my mom may have tipped them off to my Paleo preference because I don’t recall telling them. The thought was awesome and I can’t wait to really start with this group of great people. Thanks Tim!
I highly recommend working with Tim and his quality organization.
We have known Tim for over 20 years, so we know the content of his character by his words and actions. Tim brings the quality of his character to his business and with the employees that he has working for him. My wife is a good judge of character. She not only likes Tim and his organization’s philosophy and performance, she likes each one of his people. That does not sound like a big deal, but it is a big deal for her and I can attest to that. She trusts Tim. Now that our children are out of school and working, we have them investing their money with Tim’s group. Tim and Justin have invested time to help each of our children with their income, savings, tithing and investment strategies. They are on the right track with Tim’s and Justin’s help. We very much appreciate what Tim’s group has done for us on the financial side of our lives, but also on the friendship side. I highly recommend working with Tim and his quality organization. Please call on me if I or Constance can assist with any questions. I appreciate you. – Coram Deo & Todd Thompson
We highly recommend Goodwin Investment Advisory!
They are very professional and responsive to emails. We have never had an investment advisor, but decided that we needed some advice on where we actually stood going into our retirement years. After meeting with Tim and Joe we had such a sense of peace knowing that we are heading in the right direction and what we needed to do in order to retire comfortably. I wish we had utilized their great service years ago!!!!
The right choice for our financial future
We first came to Goodwin Investments as we were not satisfied with our current financial advisor. I initially met with Joe Beckford, wealth advisor and soon felt comfortable we were in good hands. He has put together a sound financial plan for me and my wife that will help us now and our later years. We are confident Joe and Goodwin Investments is the right choice for our financial future.
Voted Reader’s Choice Award for four years!
why 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 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.
All clients have access to our entire team, regardless of how big or small.
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.
We worked side-by-side with other members of your team – insurance agents, CPAs, lawyers, etc.
We’re not publicly traded or owned by a big national firm.
We believe that being generous is an essential part of every financial journey.