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. 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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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.

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Client satisfaction score is based on Client Surveys sent to the current customers in May of 2023. Out of the total of 369 client households, we received 103 individual client responses, of which 98 responded that they are satisfied with their experience with GIA.

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A current customer referenced Goodwin Investment Advisory (GIA) during a televised interview on The Ramsey Show. Neither the customer nor The Ramsey Show were compensated for mentioning GIA in this broadcast. GIA pays Ramsey Solutions a fee to be vetted for and included in Ramsey’s SmartVestor program.

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Goodwin Investment ranked as one of the top 20 Financial Advisors in Alpharetta by Expertise.com for 2022 and 2023. We did not pay to be included in the nomination and selection process. Expertise.com has specific selection criteria for this award including community, awards, reviews and they call each company as a potential client. You can view their selection process in detail by clicking the link below.

Expertise.com Selection Process