Because we care deeply about our clients quality of life, we work as a unique ability team to guide people to lead more fulfilled lives.
your advisory team
Meet the people who are committed to serving every client with care and excellence.
Investment Committee
Our Investment Committee is an external group of 4 experts who provide outside counsel and oversee our investment strategy.
Marcus Ingram
Chartered Financial Analyst®
Marcus is that rare combo of academic and professional, which makes him so valuable to our team. Currently, he’s an Associate Professor of Finance at the University of Tampa.
Krista Dempsey
CPA
Owner and Principal of Pantana Accounting & Tax, Inc., Krista offers a wealth of specialized knowledge to our team and clients. We are honored to have Pantana as a strategic partner.
Buster Wright
Retired
Buster is the kind of guy everybody wants on their board — Berry College being no exception. Before retiring, he was a Regional Vice President at Wells Fargo Advisors, but now we’re super thankful he’s with us.
Dale Alexander
Financial expert
Dale is the President and founder of Alexander & Company, a national employee benefits brokerage firm focused on working with schools.
Read MoreThe 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.
A must-read book from our founder
In 2016, Tim Goodwin decided that our mission of leading people to financial peace, independence + generosity shouldn’t be limited to our current list of clients. And so, he wrote a book. Since then, Exponential Wealth has been read by hundreds of people who are searching for their bigger, better future and has become a go-to-guide for many.
“People hire us because they’re looking for a new advisor or finding it increasingly stressful to manage assets on their own. But they stay because they trust us to provide leadership, relationship and creativity to their financial situations.”
— Tim Goodwin, President + Founder
experience
Since 2004, Goodwin Investment Advisory has been serving the Atlanta area and all over the United States. Our experience helps us serve our clients with varied financial needs and backgrounds. We work with traditional, blended, LGBTQ+ and special needs families. Help with separation, divorce or widowhood is also available. If you have questions surrounding military, government, pastoral, self-employed or non-profit financial planning and retirement, please reach out today.
