our mission

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Purpose

We know managing money can be stressful. Our goal is to partner with families and individuals to reduce financial anxiety by making better investment and financial planning decisions together.

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Vision

To see a world where people enjoy all the money they’ve worked so hard to earn, save, and invest for their own fulfillment and for the benefit of others.

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Mission

To lead people to financial peace, independence, and generosity.

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Guiding principles

  • set meaningful goals
  • make a plan and update it often
  • spend less than you earn
  • be a good steward
  • diversify your investments
  • be radically generous

  • enjoy your hard-earned money while you can

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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. Please click here for further information.