Leading people to financial peace, independence and generosity

We’re committed to creating opportunities where hope for financial freedom can thrive.

 

Our team

Meet the people who are committed to serving every client with care and excellence.

 

Our investment committee

Three non-client experts we rely on to provide us with outside counsel.


 
 

A must-read book from our founder

In 2016, Tim Goodwin decided that 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.

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We’re 1 of 3 advisors in North-Central Georgia endorsed by Dave Ramsey. Ramsey – author, speaker, radio host – has a worldwide following and is a proponent of a debt-free life.

 

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 our team to provide leadership, relationship and creativity to their financial situations.
— Tim Goodwin, President + Founder

Get started

Ready to take the first step toward financial freedom? Schedule a short intro call with a member of our team.