reduce your complexity
get in depth analysis
protect your legacy
money solves some problems and presents new challenges
While it may seem counterintuitive to some people, you may experience some stress because of your wealth – because you feel the weight of responsibility to properly manage and use the resources that you have.
are you concerned about…
You should be proud of your hard work and consistency in planning for your future! However, there is also a direct relationship between wealth and complexity – so you may be faced with navigating complex decisions when it comes to managing and protecting your legacy.
how can we support you?
all of the guidance so that you can enjoy all of the moments that matter
your trusted high net worth financial advisors
Our team of CERTIFIED FINANCIAL PLANNER™ Professionals at Goodwin Investment Advisory not only offer expertise and in depth analytics, but we also provide specialized services to our high net worth clients. With wealth comes more stewardship and a need for highly customized solutions from an experienced team. That is why we provide additional services such as more extensive financial planning, advanced tax planning, private equity and real estate investing, philanthropic giving, specialized trust and estate planning, and more. High net worth individuals have full access to our team of advisors and strategic partner companies to create sophisticated solutions tailored to fit your unique needs.
We are here to help reduce the complexity and guide you through these decisions to help simplify your life and help you truly enjoy your wealth. In addition we want to help you preserve and protect your legacy.
goodwin investment advisory has been working with high net worth individuals and families in Woodstock, GA for over 20 years.
We had a relationship with Joanna Billy through our daughter and Berry College, and when we set an appointment with Tim, he was prepared, planned, and honest with his guidance. I did not like finance, but he presented strategies simply and clearly, and Goodwin Investment Advisory helped us by being creative with our finances and introducing us to a great accountant. Tim gained a great team during this time, and they provided simple, clear explanations and patience with all my questions. All of the staff are prepared to help, encourage, and seek an answer, and I have total confidence and trust that our retirement will be enjoyable because of GIA. GIA goes beyond the finance strategies — they have heart and see your need.
I was in a period of transition and the team at Goodwin Investment Advisory was recommended by a friend, and once I met with the team it was crystal clear that this was the team that I could trust with my financial future. We both shared our stories, and these were real people and I mattered to them, and from our first meeting you guys helped me think about money differently. The two biggest challenges you helped me overcome were trust and engagement, and a holistic strategy on finances changed the way I think about money, creating a sense of financial freedom that I had not experienced. I did not want to be just another investor and wanted a true partnership, and GIA has been able to fill that need by being an advisor where relationships matter. The relationships and the fact that GIA are true fiduciaries have really made a difference, and I have come to trust in GIA and helping me to see money in a different way.
I met Tim Goodwin through working on the board of Fellowship of Christian Athletes together, and I have been so impressed by Goodwin Investment Advisory’s knowledge of the investment portfolios and their rhythm of communication that educates us as investors. My experience started with my relationship with Tim Goodwin but has expanded to several other team members, for example Justin Peacock, and GIA’s corporate giving quarterly to the Fellowship of Christian Athletes has allowed us to greatly impact students in Cherokee County, as well as other programs to impact students with FCA. GIA is awesome, and its company growth has been an amazing growth story the past five years I have been involved as a client.
After researching many firms and interviewing several, I was impressed with the integrity, engagement, and philosophy of your team, and we wanted a supportive, creative, and family-oriented team, not to simply be a number and income source. I also looked into the SEC filings — absolutely clean, and I wanted a firm that Patti would be comfortable with when I pass, and she too took a shine to you all. Goodwin Investment Advisory has helped with getting comfortable with retirement finances and learning to spend what we’ve accumulated, and your assistance has helped ease my mind in terms of financial sustainability. You guys are always there when we need you, and we’re so thrilled to see your growth while maintaining your core, which is why whenever we find someone who is looking for financial advisement, you’re the ones we refer to.
My son, David Yohan — he went to Berry College with Tim and was one of his first clients — is what first attracted me to Goodwin Investment Advisory and made me confident in my decision to work with them.GIA helped me manage my accounts so I could enjoy life. I didn’t have to worry about my investments because I knew they would be managed professionally.
I love that GIA promotes generosity and giving. The more GIA increases my assets, the more I can give away to help others.
I am thankful for GIA and Justin Pitcock! 🙏
create your personalized wealth strategy
STEP 1
schedule a free consultation
Share your financial pain points and goals and see if we are your right-fit advisor.
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 concerns and your goals, because we share them. Therefore we recommend the same investment principles and strategies for our clients as for our own personal investments.
We have worked with singles, divorcees, widows, couples, and multi-generational families across Georgia and 20+ states to create custom financial plans that reflect each client’s unique financial goals, and allows them to make significant financial decisions with confidence. Our custom planning process – complemented with full-access support from our wealth advisors – empowers our clients to live life intentionally and with a sense of financial security and freedom.
