gain confidence in your financial plan

Alpharetta, GA Financial Advisor

Design your customized plan to gain and maintain financial independence with guidance provided by a team local to Alpharetta that your family can trust.

expertise 2023

do you need a financial advisor (near me) in Alpharetta, GA to show you the way to freedom? 

  • Do you know if your retirement accounts are invested too aggressively or conservatively?

  • Are you worried about advisors investing your money irresponsibly?

  • Are you uncertain whether you can afford to retire?

  • Do you feel as if you can’t trust financial advisors?

  • Do you want a financial guide local to Alpharetta, GA that invests their own money the way they invest yours?

  • Are you looking not only to retire, but to maintain your lifestyle, and thrive in retirement?

expertise 2023
financial planning

all of the guidance. none of the pressure.
conveniently located near Alpharetta, GA.

In these uncertain times, being in control of your money is more important than ever before. It breaks our hearts to think of families unable to take care of themselves and the generations that come after. You deserve to know that your money is working for you, growing, and will live longer than you do! With Goodwin Investment Advisory, we guide you along the way to make sure that you’re investing smart and building a legacy.

financial planner near Alpharetta, GA

Our financial planning services are built on our values of integrity, honesty, trust, responsibility, innovation and learning. Our team is carefully committed to your goals, hopes, and dreams. You will never find an advisor who will care more about you and your family. We are not just financial advisors. We are your guide, your coach, your accountability partner, and your advocate. We want nothing more than for you to achieve your financial goals!

comfortable retirement

In March 2020 only *24% of workers felt confident that they would be comfortable retiring and we want to change that, so 100% of you feel confident your money is invested right and will be there when you need it.

* Retirement Confidence Survey


Your peace-of-mind for both retirement and your short-term financial goals is very important to us. We want you to live with freedom to pursue a life full of purpose and meaning and to become the hero of your own financial story. As you are looking for a financial advisor, check out our right-fit guide to help you ask the right questions so that you find the advisor that is right for you.

the road to great financial confidence is easy

Get on a call


schedule free intro call

On a 15 min call and learn about your financial goals.

Meet with an advisor


meet in person

We’ll go more in-depth on your financial situation, have an engagement meeting, and then create a custom plan tailored for you.

Join our client family


grow your wealth and your peace-of-mind

Have confidence in knowing that together we will work to achieve your goals.

we aren’t just financial advisors.
we’re parents, community leaders, & entrepreneurs

We understand your goals because we share them too. This is why we never invest your money into something we do not personally invest in ourselves. We have worked with singles and families across Georgia to develop plans to reach their financial life goals and make significant financial decisions with certitude. Our custom planning process layered with full-access support from our advisors empowers our clients to live life intentionally and financially free.

Between Atlanta and the North Georgia Mountains lies Alpharetta, a charming city with a population of roughly 66,000 residents.

Alpharetta presents one of the most intriguing backstories in the region. In the 1830s, the Cherokee from the south were forced to relocate to Oklahoma, what was then called the “Indian Territory,” under the Indian Removal Act, signed by President Andrew Jackson.

Pioneers and farmers moved to the land later and reclaimed it as their own, founding today’s Alpharetta city. Its name comes from a fictional Native American girl called Alfarata, from a 19th-century favorite song “The Blue Juniata,” though others claim the city’s names is a derivation from the term ‘alpha,’ the first letter of the Greek alphabet.

Alpharetta was known as a small community up until the 1980s when it slowly began to grow. Now, it has become one of the most prosperous cities in the United States, becoming Georgia’s 12th most populated areas.

Moreover, it even received the title of “Technology City of the South” thanks to the many tech companies that were started in Alpharetta. Still, even though its economy is booming, residents here still consider Alpharetta a small town, thanks to its tightly-knit community.

Source: The City of Alpharetta, Wikipedia