Disclosures relating to Ratings and References

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.

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Google reviews are as seen on Google, and not edited in any way. On our homepage we display the reviews of the past 12 months.

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Client satisfaction score is based on Client Surveys sent to then current customers in Q1/2022. Out of the total of 447 client households, we received 146 individual client responses, of which 143 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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The Reader’s Choice Award is administered by Around Woodstock Magazine. During both the nomination phase and the voting phase, employees and customers of Goodwin Investment Advisory (GIA) participated in nominating and voting for GIA. No employees or customers were compensated for nominations or votes.