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.
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.
The education requirement enables our advisors to provide competent and knowledgeable financial advice.
Each of our fully credentialed CFP® advisors have over 6,000 hours of professional experience in financial planning.
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.
Hiring a CFP®
How our team of CERTIFIED FINANCIAL PLANNER™ PROFESSIONALS can help guide you.
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.
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?
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.
join our client family
Join our firm for unparalleled customer service and get your personalized strategy and access to all of our services.
* 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.
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!
Great first call!
Great first call!
Highly recommend exploring their services.
Tara was excellent to talk to and setting up my potential best options. Highly recommend exploring their services.
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!
I love sitting with Joe and just learning so much!
I love sitting with Joe and just learning so much!
Thank you team Goodwin!
Thank you team Goodwin
Intro Call from Potential Client
Tara Bruce was great and very understanding.
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!
“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.”
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?
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.