tax planning Marietta, GA Financial Advisor schedule call gain confidence in your financial plan Design your customized plan to gain and maintain financial independence with guidance provided by a team local to Marietta that your family can trust.

do you need a financial advisor near Marietta 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 Marietta, 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?

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financial planning

all of the guidance. none of the pressure.
conveniently located near Marietta, 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.

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financial planner near Marietta, 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

peace-of-mind

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.

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the road to great financial confidence is easy

Get on a call

STEP 1

schedule free intro call

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

Meet with an advisor

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.

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Join our client family

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 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.

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The city of Marietta was established in 1834 and is located along the backdrops of the Chattahoochee River and the Kennesaw Mountains, approximately 18 miles northwest out of Atlanta. It is one of the wealthiest cities in the area regarding natural resources. Citizens here also enjoy one of the most affordable real estate properties.

As the county seat of Cobb County, Marietta has more than 300,000 residents here. It also attracts a high number of tourists each year thanks to its annual events, historical monuments, and evident Southern charm.

Though it still manages to maintain its small-town appeal, the city of Marietta has continued to develop over the past 20 years. Today it resembles other large metropolitan areas, with an eclectic mixture of restaurants, nightspots, and even a Broadway-like theatre.

The National Civic League deemed Marietta as one of the ten best communities in the nation, giving it the All-America City title in 2006, while CNNMoney added it to their top 25 places to retire in the United States list. Marietta also enjoys quite a bit of economic growth, being the home of over one hundred Fortune 500 companies, particularly in the aeronautics industry.

Sources: Marietta.com, The City of Marietta

Marietta Square_Marietta, GA