gain confidence in your financial plan
fee-only financial advisor serving Marietta, GA
Know how your savings, investments, and retirement goals fit together. Goodwin’s fiduciary team helps you build a personalized financial plan, with in-person meetings at our Woodstock GA office. We could also so meetings by phone/online, if you prefer.
invest with clarity
retire with confidence
protect your legacy
guidance built around you, from a team near Marietta
You’ve worked hard to build your wealth. You deserve advice you understand and a clear plan for what comes next. At Goodwin Investment Advisory, we help you connect financial decisions to the retirement and life you envision. We explain what we recommend, why it matters, and how it supports your goals.
As a fee-only firm, we’re paid by our clients, without commissions from financial products. As fiduciaries, we’re obligated to act in your best interest when providing advisory services, so you can move forward with clarity and confidence.
financial planning for Marietta individuals and families
Your financial plan should connect the decisions you face today with the life you want in the years ahead. Our team includes CFP® professionals who help coordinate your financial planning, investment management, and tax planning. We also help you consider how insurance, beneficiaries, and charitable goals fit into that picture, coordinating with your accountant and attorney when needed. Your legal documents and tax preparation remain with those professionals.
comfortable retirement
Retirement planning starts with practical questions: When can you stop working? What will replace your paycheck? How much can you spend? Our retirement planning brings together your savings, investments, retirement accounts, Social Security, pensions, expected expenses, and healthcare costs so you can understand your options and prepare for the retirement you want.
peace of mind
You shouldn’t have to figure out every financial decision on your own. We help you understand what needs attention now and revisit your plan as life changes. Comparing advisors? Our right-fit guide offers questions to help you evaluate their approach, services, and fees. You can also review Goodwin’s current fee information before we talk.
we make the road to great financial confidence easy
STEP 1
schedule free intro call
Reach out to us to schedule a complimentary introductory call. On this 15 minute call, we’ll discuss your financial needs and goals.
STEP 2
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.
STEP 3
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 know financial decisions affect the people you care about and the life you’re building. That’s why we take time to understand what matters to you, whether you’re preparing to retire, supporting your family, or deciding what comes next for your business. You’ll have a team to ask questions, talk through tradeoffs, and help keep your plan connected to your priorities.
Marietta has a way of making a big metro area feel like a hometown. Think Saturday mornings at the farmers market, dinner around the Square, and a night of music or laughter at the historic Strand Theatre. There’s plenty to fill your calendar, with room to slow down and enjoy it.
Established in 1834, Marietta is the county seat of Cobb County, approximately 15 miles northwest of Atlanta. Its estimated population reached 63,574 in July 2025, growing 4.1% from the Census Bureau’s revised 2020 population base. That means more neighbors to meet and more people bringing their own stories to this historic community.
And those neighbors have heart. Marietta took the No. 1 spot among U.S. cities in GoFundMe’s 2024 generosity ranking, measured by donors per capita in cities with more than 50,000 residents. The city celebrated the recognition in 2025. Around here, showing up for one another deserves a little hometown applause.
Marietta’s people also bring a world of perspectives. According to 2020–2024 Census estimates, approximately 18% of residents were born outside the United States, and nearly one in four residents age five and older speaks a language other than English at home. Historic roots, fresh perspectives, and plenty of stories to share.
Prefer hiking shoes to theater seats? Nearby Kennesaw Mountain National Battlefield Park offers trails and local history, while the Chattahoochee River National Recreation Area provides opportunities for hiking, fishing, and kayaking. Your next chapter could include fewer meetings and more mornings outside. Now that’s a calendar upgrade.
The community has earned some recent recognition, too. Marietta’s official awards page lists it at No. 10 among U.S. News & World Report’s Best Places to Live in Georgia for 2025. Visit Marietta also received a 2026 Georgia Tourism Excellence Award for its marketing strategy, in the category for organizations with budgets below $500,000.
Whether you’re putting down roots, approaching retirement, or making more time for what you love, Marietta offers plenty of ways to picture what comes next. A little adventure. A little community. And perhaps a standing Saturday date with the farmers market.
Sources: Marietta.com, The City of Marietta
Goodwin serves individuals and families in Marietta and East Cobb from our office at 238 River Park N Dr., Woodstock, GA 30188. You can meet with us in person or virtually, making it easier to fit financial planning into your schedule.
Whether you’re approaching retirement, managing family finances, or navigating a major life change, you can work with a nearby team for ongoing advice. Our office is in Woodstock, and we welcome the opportunity to get to know you and your goals.
FAQs
All five of our financial advisors hold the CERTIFIED FINANCIAL PLANNER® certification. Earning this credential requires meeting rigorous education, examination, experience, and ethics requirements, along with ongoing continuing education.
GIA has been serving clients since 2004. Your advisor is also supported by our investment committee, planning professionals, and client service team.
Learn more: Meet our team | What is a CFP® professional?
We help coordinate the different parts of your financial life, including:
- Investment management.
- Retirement planning and income strategies.
- Social Security decisions.
- Tax planning, including Roth conversion strategies.
- Estate and legacy planning coordination.
- Charitable giving.
- Guidance through changes such as retirement, an inheritance, divorce, or the loss of a spouse.
We provide tax planning and coordinate with your CPA and attorney as needed for tax and legal advice.
Explore: Our services and client benefits
Your investments should support your goals, your timeline, and the level of risk you can reasonably take.
Our approach combines diversification, disciplined investment selection, attention to costs, and tax awareness. We use a dynamic approach to asset allocation, which means we may adjust the mix of investments as economic conditions change. Your advisor considers your income needs, financial resources, and comfort with risk when recommending a portfolio.
All investing involves risk, and returns are not guaranteed.
Learn more: Our investment management approach
Our approach brings together:
- CFP® expertise: All five financial advisors hold CFP® certification.
- A fiduciary commitment: Recommendations must put your best interests first.
- Coordinated planning: We consider how investments, retirement income, taxes, and family goals work together.
- An ongoing relationship: You have access to your advisor team as questions arise and life changes.
- A personal mission: We want to help you experience financial peace, independence, and generosity.
We want to understand what your money needs to do for you and help you make decisions that support that life.
Explore: How to work with us
GIA is a fee-only registered investment advisor. For ongoing investment management, our advisory fee is based on the assets we manage for you. The effective percentage decreases as the amount managed increases.
Fees are typically deducted from your investment accounts quarterly, with a published minimum of $1,875 per quarter. Financial planning is included for households with at least $500,000 under management. Underlying investment expenses and certain other account costs may apply separately.
Your advisor can explain the fee for your specific accounts, what it covers, and any additional expenses before you decide to move forward.
Review: Our fee schedule | Firm disclosures and relationship summary
Our team monitors your investments and reviews accounts as financial circumstances and market conditions change.
Fidelity is our preferred custodian. Its website and app provide account balances, performance information, statements, and tools for comparing returns with benchmarks. Investment management clients receive holdings and performance statements from Fidelity at least quarterly.
We also use gMoney, our collaborative financial planning tool, to bring together your broader financial picture, project income and expenses, and track progress toward your goals.
Learn more: Client tools and communication
Your advisor would start with the retirement you want: your preferred retirement date, expected spending, travel plans, healthcare needs, and other priorities.
Then, together, you would review:
- Retirement accounts, other investments, savings, and debt.
- Social Security, pensions, and other income.
- How much your investments would need to provide after taxes.
- How your plan could support a longer-than-expected retirement.
- What adjustments may help if your circumstances or assumptions change.
Using planning projections and different scenarios, your advisor can help assess whether your resources support your desired retirement and what changes could improve your outlook. These projections are estimates, rather than guarantees.
Timing: We can begin discussing these questions at your first advisor meeting. A personalized analysis depends on receiving your financial information and understanding the complexity of your situation. Your advisor can outline the steps and expected completion date. If you mean how many more years you may need to work, that is one of the questions the analysis would help answer.
Explore: Retirement planning | Free financial guides
Your advisor would evaluate both accounts as part of your overall retirement income and tax plan.
- Traditional 401(k): Withdrawals of pretax contributions and earnings generally count as taxable income.
- Roth 401(k): Qualified withdrawals are generally tax-free. For a typical retirement withdrawal, this means meeting the five-tax-year requirement and being at least age 59½.
There is no single withdrawal order that works for everyone. Your advisor would consider your spending needs, tax bracket, Social Security, Medicare premiums, required minimum distributions, and goals for your family.
For example, taking some traditional withdrawals during lower-income years may make sense. In another year, qualified Roth withdrawals might help cover a larger expense without adding taxable income. Sometimes a combination is appropriate.
Your CFP® professional would compare the options and coordinate with your CPA to recommend a strategy for your circumstances, with attention to taxes throughout retirement.
Learn more: Our tax planning approach
