Disclosures relating to Ratings and References
Disclosure: 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.
Google reviews (As of April 2026)
Google reviews are as seen on Google, and not edited in any way. On our homepage, we display the latest ten reviews. These are updated once a month.
Disclosure: 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 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 members of employees’ extended 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.
Workleap
Workleap’s Spring 2024 “Employee Experience Leaders”
GIA uses an external company (WorkLeap) to conduct regular anonymous surveys among our employees, using WorkLeap’s OfficeVibe product.
WorkLeap currently claims to have almost 3,000 clients (companies) worldwide using OfficeVibe. Starting in May 2024, WorkLeap published 3 lists of 20 companies each, representing companies with the highest overall employee engagement score for 3 categories of company size: 0-99, 100-999, and 1000+ employees.
GIA is proud to be recognized by WorkLeap as one of the Top 20 companies in the 0-99 employee category, in their announcement on June 18, 2024.
More information can be found here:
https://workleap.com/blog/ex-leaders-spring-2024/
https://workleap.com/officevibe/
Fidelity
Best of Cherokee
Awards and recognitions from third parties are a reflection of community voting and not investment performance. The Cherokee Tribune “Best of Cherokee” award was determined by public votes, which could include GIA employees and their family members. GIA did not pay to participate. While we appreciate the recognition, it should not be viewed as an endorsement of our services, or as a reflection of future investment results.
