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.

gold standard in financial planning

rigorous ethical standards

provide peace of 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!

Goodwin Investment Advisory Team, Woodstock, Georgia

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 your intro call

Reach out to us to schedule a complimentary introductory call. We’ll discuss your financial needs and goals and together, we can decide if our services are best tailored to your needs.

Meet with an advisor

STEP 2

meet with a CFP® professional wealth advisor

In a free consultation, one of our advisors will discuss managing your investments and get a better understanding of your current financial situation and retirement goals. We’ll also explain how we can partner to create a personalized financial plan and guide you as you pursue a meaningful retirement.

Join our client family

STEP 3

achieve your retirement goals

Once you have decided to move forward with our services, our team will get to work on designing your retirement plan and implementing your wealth management goals so you can enjoy peace of mind and focus on living your life, confident in your journey towards a secure financial future.

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* latest 10 reviews as of 07.2024

They take their clients dreams and goals and set them as top priority!

Joe and Ray are not only incredibly professional, but they are also very personable and seem to truly care about our goals and retirement plans while providing options that we might not have otherwise considered. They helped us to see our retirement goals in a concise and yet conservative way providing hope for a solid and secure future! We wouldn’t hesitate to recommend Joe, Ray or the entire Goodwin team to anyone looking for a financial advisory group that they can trust to take their clients dreams and goals and set them as top priority! Thank you!

Nikkie Frank

client

Great group of amazing people!

Update: When Sharon decided to retire she introduced me to Justin who’d be taking over my investments. I was apprehensive to start, but once I had the opportunity to meet with Justin … Oh My Gosh! … he is WONDERFUL! I kept telling Justin “pretend I’m your mother”and by the end of our almost 2 hour meeting he started saying “if you were my mom” … LOL! On a serious note though, I completely trust Justin and the entire GOODWIN team. I appreciate and respect their combined finance brilliance and team strategy. Very Grateful!!

Great group of amazing people! Super smart people and I trust every piece of advice Sharon has ever provided me with!🤗

Cindy Rier

client

Tim and his team are always helpful and reassuring

Just met with Tim and Ray at Goodwin investment advisors and had a great update. I really appreciate the insight and assistance to make sure we are well prepared for retirement. Tim and his team are always helpful and reassuring.

Scott Kieffer

client

What a gift to have a financial advisor that you can trust!

Justin Pitcock is an excellent financial advisor – he is knowledgeable, helpful, and very personable too! Best of all, I feel informed and confident about the way that my money is being managed. What a gift to have a financial advisor that you can trust!

Nathan B

client

I recommend them highly

I have been working with Goodwin and specifically Justin Pitcock as my advisor for a couple of years. I love the size of the firm – not a huge group and not just a single advisor. Justin always listens to my crazy ideas and guides me to great investments. I recommend them highly.

Charles Howell

client

Definitely worth every minute of time

Goodwin Investment does an excellent job. What I like most is their mission statement and their genuine concern in helping people with their financial planning. Definitely worth every minute of time. Make an appointment. Ask for Joe Beckford. He is the best!

Stella Peeples

client

The advice they have provided us regarding our investments and retirement has been invaluable

We have had a seven-year partnership with GIA (Goodwin Investment Advisory). The entire staff there is exceptional! They are genuinely kind, trustworthy, and compassionate individuals. Our direct interactions have mainly been with Tim, Justin, Joe, and, most recently, Ray. The advice they have provided us regarding our investments and retirement has been invaluable. Our annual meetings with them always result in a well-thought-out plan for the future.

JC Chadwick

client

Highly recommend!

I had my initial consultation with Ray Brown and Tim Goodwin today and I was impressed with not only their process of gathering information about who I am and what I am looking for out of a new firm, but also for the organized approach to explaining who they are, and how they operate.

You can tell they understand that the world of financial investing isn’t that easy to navigate for those not in this profession, and their honesty and straight forward approach made me feel comfortable knowing that they will be the right fit for me and my family. Highly recommend!

Jeff Getbehead

non-client

We have peace of mind that our investments are in good hands

Joe and the team at Goodwin are trusted advisors to me and my husband. They check in regularly and leave us feeling like we matter. They recently worked with us on some specific questions we had on our investments and did so in a thorough manner. They took the time to explain options so that we could make an educated decision. We have peace of mind that our investments are in good hands and that we are working towards a plan for our future. — KNP

Nicole P

client

Tara was very professional, thorough and informative!

Tara was very professional, thorough and informative!

David Hopkins

non-client

Cannot recommend enough!

My fiancé and I met with Justin to go over the best way to financially plan for our future together. He was super intentional and thoughtful in listening to our personal goals and how best to achieve them in a realistic way. The Goodwin team should definitely be your go-to for all financial planning needs no matter what stage of life you’re in. Cannot recommend enough and can’t wait to go back and chat with their team again once our goals change.

Emily Reid

non-client

Goodwin Investment Advisory, LLC is an SEC Registered Investment Adviser. SEC registration does not imply a certain level of skill or training. GIA did not provide any cash or non-cash compensation in return for these reviews, testimonials, and endorsements by existing clients and other individuals. We are also unaware 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. Opinions and comments given by GIA clients or other individuals may not represent any other person’s experience with the firm.

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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.

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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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.