Does hiring a financial advisor with a CFP® mark really matter?

A CFP® or CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL is a fiduciary which means they make decisions with your best interests in mind.

How do you find a competent advisor you can trust?

Finding an expert financial advisor can be overwhelming, especially when you don’t know who to trust. You want to feel safe and secure with your financial advisor! At Goodwin Investment Advisory we care about you!

competent-advisor

Are you overwhelmed and uncertain?

We understand your concerns as it is difficult to know how to find an advisor who puts your goals and interests first. Sometimes simply asking for help is the best thing you can do. But, finding the right advisor can feel daunting.

  • Anxious about the future and your retirement?

  • Do you feel safe when it comes to your financial future?

  • Are you uncertain about how to best manage your wealth?

  • Do you lack peace of mind when it comes to your money, or current financial plan?

  • What are you currently doing to prepare yourself for retirement?

Let us help you gain clarity and peace of mind. What does it mean to be a CFP®?

Most of our advisors are also CERTIFIED FINANCIAL PLANNER™ PROFESSIONALS, CFP®, which means: they must operate from a specific code of ethics and in the clients best interest at all times, meet the education requirement, complete 6,000 hours of professional experience, and pass a certification exam.

Get on a call

Commitment to ethical standards

Our CFP® Professionals commit to the CFP Board to uphold high ethical standards outlined in the Code of Ethics and Standards of Conduct.

Get on a call

Education requirement

The education requirement enables our advisors to provide competent and knowledgeable financial advice.

Get on a call

Professional experience

Each of our fully credentialed CFP® advisors have over 6,000 hours of professional experience in financial planning.

Get on a call

Certification exam

Passing the exam demonstrates that each advisor has attained the knowledge and competency necessary to provide comprehensive personal financial planning advice.

Did you know – it is estimated that only 29% of advisors in the USA are CFP® professionals as of 2023!

advisor-team

Making a decision to trust someone to manage your wealth is not easy – but our team is here to help!

“Making no choice, is actually making a choice.” Every choice takes us to or away from some goal. Choosing to do nothing with your hard earned money might allow you to keep what you have now, but our team can help you invest your wealth with a risk profile that is specified by you.

What is the benefit to you, knowing that your advisor is a CFP® professionals?

Our advisors adhere to the CFP BOARD code of ethics and standards, and we strive at all times to provide:

  • Competent, professional care

  • An advisor that acts in your best interest

  • Honesty, integrity and diligence

  • Objective judgement that helps you to reach your goals

  • Confidentiality and privacy

  • Compliance with applicable laws

For more information on the Code of Conduct and CFP BOARD standards Visit the CFP® website

Hiring a CFP®

How our team of CERTIFIED FINANCIAL PLANNER™ PROFESSIONALS can help guide you.

Get on a call

Create a retirement plan that brings you confidence and peace of mind.

You are asking, “Can I retire?” and you are looking for a plan that brings you confidence and peace of mind in how your wealth is managed. We would love to hear your story and work together to create a plan to reach your dreams.

Get on a call

Feel secure in your financial plan

How can you accomplish your financial goals at a pace that aligns with your risk level and phase of life? You might be asking, “Will my money last, and will you adjust my plan when necessary?” With a plan tuned to your dreams we can help you feel secure with the answers to these questions.

what to expect?

Get on a call

STEP 1

schedule an intro call

Our director of first impressions will listen to your story and answer any questions you have during this free 30 minute intro call.

Meet with an advisor

STEP 2

meet with an advisor

One of our advisors will discuss managing your investments and your financial goals in a free consultation.

Join our client family

STEP 3

join our client family

Join our firm for unparalleled customer service and get your personalized strategy and access to all of our services.

5 star google rating badge

* latest 10 reviews as of 05.2023

I felt very comfortable with moving forward to an in-person meeting with an advisor.

After speaking with Tara on the initial call, I felt very comfortable with moving forward to an in-person meeting with an advisor. Tara was very easy to talk to and she covered all the bases to ensure my meeting would be productive and informative.

Sheree Chandler

potential client

We have been with this company for years

We have been with this company for years and they never cease to amaze us with their attention to detail. We feel very confident that our accounts are being well taken care of no matter what the current state of the economy is. We just had our annual account checkup. Justin is our personal advisor and he is top notch!

Kim Crosby

client

Great first call!

Great first call!

Condo Tweedy's

Potential Client

Highly recommend exploring their services.

Tara was excellent to talk to and setting up my potential best options. Highly recommend exploring their services.

Todd Brown

Potential Client

Justin is always patient, thoughtful and caring during our meetings.

GIA has been managing my retirement investments since 2020. They are always available for consultations, operate with high integrity, and continually prove their concerns for clients. Justin is always patient, thoughtful and caring during our meetings. I so appreciate his knowledge and guidance!

Janet Aman

Client

I love sitting with Joe and just learning so much!

I love sitting with Joe and just learning so much!

Sam Cape

Client

Thank you team Goodwin!

Thank you team Goodwin

Malek

Client

Intro Call from Potential Client

Tara Bruce was great and very understanding.

Odimarr

Potential Client

From the start the experience has been pleasant and with clear concise guidance.

After my initial call with Tara and my first meeting at the office, I knew that Goodwin Investment Advisory and specifically Joe and Rory would be the team I select to help me navigate my financial future. From the start the experience has been pleasant and with clear concise guidance. Trusting others with your hard earned money isn’t easy however I have the utmost confidence in Joe, Rory and the rest of the Goodwin team. Can’t wait to see what the future brings!

Jacqui Geraci

client

“Goodwin Investment Advisory, LLC is an SEC registered Investment Adviser.  This testimonial was given by a current client, and was not compensated with cash, or non-cash compensation, for the testimonial. There are no material conflicts of interest on the part of the person(s) giving the testimonial resulting from the person’s relationship with Goodwin Investment Advisory, therefore has no incentive to recommend the adviser.”

google-5-star-5-23
client-satisfaction
ramsey-badge_2022
readers-choice
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. The Reader’s Choice Award is based on nomination and voting by community members and others, and also include employees of Goodwin Investment Advisory. Please click here for further information.

You might be wondering, “Is it really worth it to hire a CFP®?”

Let go of your worry and anxiety and allow us to support you and reduce your financial uncertainties. Making the decision to trust our team of advisors can bring you the confidence that you have been longing for – that your money is invested judiciously and will be available for you when need it. You will also be guided to set goals and have someone to help you strategically grow your wealth.

support-you-need

A free guide just for you

Feeling stressed about your financial future, or just want to learn more ways to set yourself up to meet your financial goals? Reaching your personal financial goals is important to achieving peace and confidence. 

How to create sustainable income for life? What things do you need to address and check-off your list this year? How to find your right-fit advisor? How to achieve your first 100,000 in investable assets?

tim-book

How to create sustainable income for life

100k-book

Your first 100,000 in investable assets

right-fit-guide

Finding your right fit advisor

retirement-tax-planning-GIA-sheet-500px

Retirement & Tax Planning Quick Sheet

money-conversations-500px

Money conversations to improve your finances

Goodwin Investment Advisory cannot guarantee results, and past performance does not ensure future results. Our team is committed to provide service excellence, but market volatility and other external and human factors can result in an undesirable experience. Please contact your advisor if you have any questions or concerns.