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®?

Our lead advisors are 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 ongoing 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 34% of advisors in the USA are CFP® professionals as of December 31st, 2024!

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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® professional?

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

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.

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Schedule your consultation

Contact Goodwin Investment Advisory today to schedule your complimentary introductory consultation. This is your first step towards personalized financial planning and investment management.

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Develop your strategy

Together with your GIA advisor, we will assess your financial situation, discuss your goals, and craft a tailored investment strategy that aligns with your aspirations and risk tolerance.

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Achieve financial success

Implement your personalized investment plan and begin making your financial goals a reality. Enjoy the peace of mind and security that comes from knowing your financial future is in expert hands.

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* latest 10 reviews as of 07.2025

Highly recommend!

Ray Brown has been tremendously helpful in explaining and modeling various retirement scenarios. His explanations and the visualization tools in use at Goodwin Investments take a lot of the complexity out of the task of long range planning. Highly recommend!

Chad Griffith

client

I would wholeheartedly recommended this place

We met with Ray and Coby to discuss our current financial situation and some of the questions we had. We wanted to create a clear plan and we had some questions linked to our current property. Ray and Coby answered every question that we had and we left feeling incredibly clear on what our plan was. They were very thorough and professional and explained in great detail each subject we talked through to make sure we fully understood each aspect. If you are unsure of some things from a financial perspective or just want another opinion to validate your current plan I would wholeheartedly recommended this place.

Sean Fox Golf

non-client

I can’t say enough great things about Goodwin!

I can’t say enough great things about Goodwin! We give a big special thanks to Justin, he’s so amazing, so thorough, and so knowledgeable. It’s always a challenging topic to talk about finances, but every time that we have met with him, he has made it a comfortable and smooth conversation- going above and beyond to answer our questions. I genuinely believe that we are in a better financial situation because of his guidance!

Reagan O'Connor

client

With each visit I am more informed, and more comfortable

Joe Beckford has been my financial advisor for sometime now and with each visit I am more informed, and more comfortable as I get closer to retirement.

Kim Leahy

client

Justin is great to work with

Justin is great to work with, open to listening to various financial scenarios, and helping us develop and implement a very sound retirement plan!

Steve Seibert

client

We walked away feeling encouraged about our future

Ray was such a help at easing our minds and walking us through our retirement goals. He took time to cover all our concerns and helped us with things we felt totally lost on. We walked away feeling encouraged about our future. Wish we would have done this sooner! Thank you, Ray!

Lynne Collett

non-client

We are excited to reap the benefits as these experts build our wealth

My experience with Goodwin Investment Advisory has been superlative! Every team member is extremely professional, but there is an overriding priority of care and warmth as well. My husband and I feel extremely confident in the team’s combined financial advising experience, and we are excited to reap the benefits as these experts build our wealth.

Danel Lins

client

Highly recommend and I would give more than 5 stars if I could!

The entire staff is welcoming with great service. I can text, call or email Justin and I know I will get a quick response. I have never had one complaint with this company. Highly recommend and I would give more than 5 stars if I could!

Linda Traylor

client

I am looking forward to my next step with Goodwin Investment

Just had my first call with Tara and she was professional, friendly and put me at ease. I am looking forward to my next step with Goodwin Investment as Tara made a great first impression

Martha Trout

non-client

Good discussion with Ray

Good discussion with Ray about possibly coming in as a client

Gary

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. Some existing clients may be extended members of employees’ families; they have not been paid to provide a testimonial. 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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National recognition badge: USA TODAY names Goodwin Investment Advisory one of the Best Financial Advisory Firms of 2025, top 1.5% ranking nationally among RIA firms.
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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.