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!

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 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 04.2024

They make you feel like you’re with family.

Joe and the GIA team have been great to work with. They go above and beyond and really make you feel
like you’re with family.

Allison Oslack

client

They have provided great personal service!

My wife and I have been using Goodwin Investment Advisory for a couple of years and we are very happy
with the service we have received from Joe and Ray. They are very knowledgeable in their field and have
provided great personal service!

Noslack

client

Their professionalism and dedication to their customers is exceptional.

My sister and I met with Joe Beckford and Ray Brown yesterday. It was a routine meeting to discuss our
loved one’s finances. We are so thankful for the financial relationship he established with GIA years ago. It has made this new stage of his life so much more seamless. They took the time to understand his
current needs and patiently explained his options to us. Their professionalism and dedication to their
customers is exceptional. We are so thankful to have GIA as we navigate this next season of our loved
one’s life.

Kori Wardlow

client

Great to work with!

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

Steve Seibert

client

They provide excellent financial planning services in a friendly atmosphere.

I have known Tim and his team for 2 years and they provide excellent financial planning services in a
friendly atmosphere. I have recently started listening to their Money Pig Podcast as well, and it is a great resource. Their beautiful office is also in a very convenient location.

Kimberly Peacock

non-client

We made the best financial decision joining the Goodwin team.

We made the best financial decision joining the Goodwin team. Justin has been a blessing. They always
go above and beyond, exceeding expectations. They’ve helped us build a future financial plan where we
can incorporate diverse investment strategies to obtain our goals so that we can do more of the things
that we love. They’ve also been instrumental in helping us plan our business goals and even helped us
find a new accounting partner. I do not know where we would be without Justin and Goodwin Investment
Advisory. I know that we are in great hands and working with people that truly care.

Kelley Stone-Castro

client

I am so thankful that my husband and I chose Goodwin investments

I am so thankful that my husband and I chose Goodwin investments To support and lead / advise us in our Financial goals! And I’m especially thankful to be working with Justin. He not only is extremely knowledgeable, but I know that he really hears our heart and guides us in the best solutions for us

Carolyn Boldt

client

Our experience as new partners with Goodwin has been great overall!

Our experience as new partners with Goodwin has been great overall! Justin, Ray, and the whole team
have been amazing to work with. It was a very seamless process and the trust was felt right away. Look
forward to the growth!

Curtis Prusha

client

We are so thankful we found Goodwin!

We are so thankful we found Goodwin! They are a wonderful team who genuinely care about their clients.
They make you feel like family right from the start. My husband and I entrust them in helping us make the best financial decisions for our future. Joe and Ray are excellent. Thank you both and the entire Goodwin team for all you do!

Kelly Anderson

client

Everyone at GIA is very friendly and resourceful.

My wife and I became clients in January of this year. Our advisor is Joe Beckford and all the support
staff. I have been with 2 other advisors since 2000. This is the first time we ever received a
comprehensive review to include budget setting and setting strategies moving forward. Everyone at GIA
is very friendly and resourceful. We learned about Joe from my daughter who has been a client for a
while and she could not say enough about Joe. I found this wonderful relationship with Joe Beckford.
Thanks Joe and staff.

Neil Booth

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.