tax planning Roswell, 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 Roswell that your family can trust.

do you need a financial advisor near Roswell 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 Roswell, 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 Roswell, 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 Roswell, 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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Roswell is truly the historical gem of Georgia. Located in north Fulton County, the city is the 8th largest in the state, with a population of about 95,000 residents. It was founded in 1830 by Roswell King, who moved to the area and opened a manufacturing company. Because rivers surrounded it, the area was perfect for the textile industry.

Roswell was officially declared a city on February 16th, 1854. It is one as one of the most vibrant cities in the area. It boasts a large Historic District, comprised of 640 acres filled with home tours, ghost walks, restaurants, festivals, arts, and even a shopping area. This part of the city is fueled by Roswell’s history, particularly the Civil War years when Union forces captured the city.

At the time, all economic activities were impaired, a common tactic Union general used to undermine the South. Many markers in today’s Roswell still tell the story of the Civil War, making this city very attractive for tourists and history lovers.

In 2003, it received the City of Excellence Award from the Georgia Municipal Association, and it has been ranked as one of the safest places to live in the United States.

Source: Visit Roswell