Disclosures relating to Ratings and References
Disclosure: 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. Some existing clients may be extended members of employees’ families; they have not been paid to provide a testimonial. Opinions and comments given by GIA clients or other individuals may not represent any other person’s experience with the firm.
Google reviews (As of October 2026)
Google reviews are as seen on Google, and not edited in any way. On our homepage, we display the latest ten reviews. These are updated once a month.
Disclosure: 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 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. Some existing clients may be members of employees’ extended families; they have not been paid to provide a testimonial. Opinions and comments given by GIA clients or other individuals may not represent any other person’s experience with the firm.
Employee Net Promoter Score
Our team gives GIA something to celebrate! 🎉
Goodwin Investment Advisory earned an Employee Net Promoter Score of 100, the highest possible score!
The survey asks one simple question: “How likely are you to recommend GIA as a place to work?” Employees answer on a scale of 0 to 10. Ratings of 9 or 10 are considered “promoters,” and the overall score ranges from −100 to 100.
In our anonymous August 2026 survey, every employee who responded gave GIA a 9 or 10. We’re proud of that result and grateful for the people who make our workplace worth recommending!
Fidelity
Best of Cherokee
Awards and recognitions from third parties are a reflection of community voting and not investment performance. The Cherokee Tribune “Best of Cherokee” award was determined by public votes, which could include GIA employees and their family members. GIA did not pay to participate. While we appreciate the recognition, it should not be viewed as an endorsement of our services, or as a reflection of future investment results.
