tax planning Milton, 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 Milton that your family can trust.

do you need a financial guide near Milton 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 Milton, 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?

schedule call
financial planning

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

schedule call

financial planner near Milton, 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.

schedule call

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.

schedule call
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.

schedule call

Milton is one of the youngest cities in Georgia and exists as a direct result of active citizen participation in local government issues. A group of residents was formed in 2005 to establish if incorporating this unincorporated part of Fulton County was even viable. The Georgia State House and Senate approved the bill, thus creating the city of Milton on March 9th, 2006. Voters approved this decision on July 18th, during a referendum with a 86% approval.

Milton was officially incorporated and adopted Fulton County ordinances on December 1st, 2006. Since then, it has been creating its model of governance by leveraging public and private partnerships to save costs and provide quality services to its residents.

Milton is located on the northern part of Fulton County, next to Roswell and Alpharetta on the south, Cherokee County on the north and west, and Forsyth County on the east. Its name was chosen in honor of the former Milton County, which in term was named after John Milton, a Revolutionary war hero.

The city has a population of more than 38,000 residents and covers approximately 23,000 acres. In 2011, the Atlanta Business Chronicle stated that Milton had the highest quality of life in the state of Georgia, and the ninth-highest in the southern part of the country.

Sources: City of Milton, Move to Milton