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!


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!


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.

what to expect?

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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


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


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 07.2023

Always available!

Feel you always address our concerns and are always available to answer our questions.

Dave Barkman


I am so very impressed with our time together

I spoke with Ray Brown on the Goodwin Investment Advisory team yesterday. I am so very impressed with our time together, I want to leave a review for anyone with not lots of savings and looking toward a scary future. I am 70 years old and have been very concerned about my future with limited income and savings. Ray was so very positive and had many suggestions that I am excited about and will help me sleep better at night. Not only is Ray a very kind, compassionate, huge Dave Ramsey fan (like myself), enthusiastic and very smart, he is extremely knowledgeable of the market and really seems to understand the phase of life I am in today. I am grateful to Ray Brown for our time yesterday. Well spent!!

Sharon Green


GIA is a breath of fresh air when it comes to investment advisory services.

GIA is a breath of fresh air when it comes to investment advisory services. They offer a wide ranges of services and have some of the most knowledgeable advisors in the country. Another satisfied customer!

Troy Olson


I could get an answer to any financial question

You recognize us as people each with different ideas, views, and values. I am confident I could get an answer to any financial question, and it would be a researched answer.

T Cooper


Will definitely consider working with them in the future.

My Wife have been looking around for some financial help for a long time, but had not been able to find somebody we felt comfortable working with. Had our first meeting with Joe Beckford and will definitely consider working with them in the future. They seem very knowledgeable but also willing to listen to our
needs and wants. Thanks Joe!!

Dirley Souza


I am looking forward working with my advisor.

Tara was great with understanding my needs. There was no pressure or attempt to sell me financial products I did not need. Tara listened and then assigned me with the right advisor in their portfolio of financial experts. She also was upfront on their costs. I am looking forward working with my advisor.



My strategy session with Justin was excellent!

My strategy session with Justin was excellent! He was very professional and was able to provide lots of helpful information and advice to help me reach my specific financial goals. I will certainly be working with Goodwin Investments in the future!

David Vaughn


I met Justin and I love knowing I am always in good hands!!

When I first started looking for a financial advisor, I have to say I was cautious and really took my time finding someone. I wanted to be sure to find someone I felt that would always be honest, trustworthy and have my best interest at heart. Thanks to Dave Ramsey’s referral and his advice on the importance of finding a fiduciary that I could trust, I was introduced to Justin at GIA. From the moment
I met him he has ALWAYS brought me so much comfort, peace of mind and confidence on a subject that I’m not the most knowledgeable about. He’s so patient, kind and understanding of the many questions I always have. I could not recommend anyone I would trust more with my investments and future than Justin and the entire team at Goodwin. They are all absolutely amazing and always go above and beyond to help! Thankful
I met Justin and I love knowing I am always in good hands!!

Brenda Vlach


We love Goodwin Investment Advisory!

We love Goodwin Investment Advisory! We have worked with them for many years and would recommend them to anyone. Joe is our advisor and he is awesome! I know I am in good hands with them!

Jennifer Knighton


Everything Went very well.

Everything Went very well. I felt as if my concerns were being addressed genuinely.

Keith Harris


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.

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.


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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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.