Your trusted high net worth financial advisors.

Our team at Goodwin Investment Advisory offers specialized services to our high net worth clients. We realize that with wealth comes more stewardship and a need for highly experienced solutions. That is why we offer additional services such as more extensive financial planning, tax planning, private equity and real estate investing, philanthropic giving, specialized trust and estate planning, and more. We provide high net worth individuals full access to our team of advisors and strategic partner companies to help you consider sophisticated solutions tailored to fit your individualized needs. We are here to remove the complexity and guide you through these decisions to help simplify your life and help you truly enjoy your wealth.

schedule call
financial planning

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

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