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!

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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.

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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.

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Education requirement

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

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Professional experience

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

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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!

GIA-advisors

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.

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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.

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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.

how to hire us?

Get on a call

STEP 1

schedule an intro call

Our consultant will listen to your story and answer any questions you have during this free 15-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.

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* latest 10 reviews as of 02.2024

Had the pleasure of having a conversation with Tara Bruce

Had the pleasure of having a conversation with Tara Bruce as a preliminary step towards working with Goodwin Investment Advisory. Good listener, knowledgeable, quick on her feet. Looking forward to next steps.

Jeffrey Hemme

non-client

I have been extremely satisfied with Tim and Joe Beckford.

I have been extremely satisfied with Tim and Joe Beckford. They are the only 2 that I have worked with, but the results speak for themselves and I am confident that they have my best interest in mind. They are easy to communicate with and to get in touch with should you need to. They are NOT robotic like so many other firms are. They Treat you like your family. What else could you look for?

Greg Butler

client

I appreciate that they take time to stop and really listen to each individual client.

I appreciate that they take time to stop and really listen to each individual client.

Stephanie Powell

client

Thankful for the knowledgeable staff, attention to detail, and exceptional customer service.

Thankful for the knowledgeable staff, attention to detail, and exceptional customer service.

Grady Bunch

non-client

Very attentive, personable, and they do a great job with my investments!

Very attentive, personable, and they do a great job with my investments!

Pam DeVictor

client

We highly recommend others to give GIA a chance to earn your business.

GIA is very customer focused. From day one when we meet Tim, he made us feel very at ease with the thought of turning out money over to a complete stranger. Tim was non pushy and really took the time to explain GIA”s philosophy on managing our money. He even offered to help us pick someone else if we didn’t want to go with GIA. However, we are really glad to have chosen GIA.
Since partnering with GIA, we have really been pleased. Everyone has been so friendly and helpful. We can’t say enough good things about the advisor we have been working with, Justin Pitcock. From his welcoming & friendly demeanor, to his actively listening to what we want and our concerns. He cares and carefully explains things so we understand. He looks at all aspects of our money, offers suggestions on tax advantages, and will even look at our company 401k’s to try and get the most for us when we get ready to retire. We highly recommend others to give GIA a chance to earn your business.

Michael Scott

client

Highly recommend!

Very professional, helpful, and thorough. Most of all, we trust them with the financial futures of ourselves and our employees. Highly recommend!

Vicki Dashley

client

GIA excels, and we highly recommend their services

Our experience with Joe Beckford has been great. He has always showed a genuine interest in understanding our financial situation and providing recommendations tailored to our specific needs. What sets GIA apart is their in-depth understanding and personalized approach, making us feel heard and valued. Notably, Joe takes the time to truly get to know us, fostering a connection that goes beyond the typical client-advisor relationship. Their responsiveness is commendable, ensuring that our questions are addressed promptly. In a world where personalized attention matters,
GIA excels, and we highly recommend their services for anyone seeking a dedicated and effective financial advisor.

Jason Verlangieri

client

Wow…..just wow.

Wow…..just wow. Thank you doesn’t cut it. Justin is truly are a gem and we can’t thank him enough for his time, advice and such thorough recap. Looking forward to the next steps and will be sure to be more collected and organized next time we see him as we know how difficult it is to try and help people who are not very well “put together”. That didn’t seem to bother Justin a bit, however. His professionalism, patience, knowledge and advice are invaluable and he and his team are incredible. We will certainly tell our friends and family how happy we are with him and Goodwin Investment Advisory.

David McPherson

client

We HIGHLY recommend Goodwin Investment Advisory!

We HIGHLY recommend Goodwin Investment Advisory! They are very professional and offer insightful advice. After meeting with Joe, we have more confidence going into our retirement years. We appreciated his patience and time.

Lori B

client

Goodwin Investment Advisory, LLC is an SEC Registered Investment Adviser. GIA did not provide any cash or non-cash compensation in return for these testimonials and endorsements by existing clients and potential clients. We are also not aware 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.

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Five Star 2023

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.

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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?

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7 Steps to Planning for a Happy Retirement Guide

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Tax planning guide for 2024

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.