Because we care deeply about our clients quality of life, we work as a unique ability team to guide people to lead more fulfilled lives.
your advisory team
Meet the people who are committed to serving every client with care and excellence.
Investment Committee
Our Investment Committee is an external group of four experts who provide outside counsel and oversee our investment strategy.
Marcus Ingram
Chartered Financial
Analyst®
Marcus is that rare combo of academic and professional, which makes him so valuable to our team. He has recently retired from his role as an Associate Professor of Finance at the University of Tampa and now serves as an Associate Professor of Financial Economics at New College of Florida in Sarasota. Marcus holds a Ph.D. and is a CFA and CAIA charterholder.
Krista Dempsey
Certified Public
Accountant
Owner and Principal of Pantana Accounting & Tax, Inc., Krista offers a wealth of specialized knowledge to our team and clients. We are honored to have Pantana as a strategic partner.
Buster Wright
Retired
Buster is the kind of guy everybody wants on their board — Berry College being no exception. Before retiring, he was a Regional Vice President at Wells Fargo Advisors, but now we’re super thankful he’s with us.
Dale Alexander
CERTIFIED FINANCIAL PLANNER™ Professional
Dale is the President and founder of Alexander & Company, a national employee benefits brokerage firm focused on working with schools.
Read MoreStrategic partners
Welcome to The Money P.I.G. Podcast
Now in Video Format on YouTube!
The Money P.I.G. Podcast is hosted by Tim Goodwin, Founder + CEO of Goodwin Investment Advisory. Our mission is to lead people to financial Peace, Independence, and Generosity—hence the name PIG. You can now watch the podcast on YouTube or listen on Buzzsprout. Follow us to stay connected and never miss an episode!
A must-read book from our founder
In 2016, Tim Goodwin decided that our mission of leading people to financial peace, independence + generosity shouldn’t be limited to our current list of clients. And so, he wrote a book. Since then, Exponential Wealth has helped readers who are searching for their bigger, better future and has become a go-to-guide for many.
“People hire us because they’re looking for a new advisor or finding it increasingly stressful to manage assets on their own. But they stay because they trust us to provide leadership, relationship and creativity to their financial situations.”
— Tim Goodwin, Founder + CEO
experience
Since 2004, Goodwin Investment Advisory has been serving the Atlanta area and all over the United States. Our experience helps us serve our clients with varied financial needs and backgrounds. We work with traditional, blended, LGBTQ+ and special needs families. Help with separation, divorce or widowhood is also available. If you have questions surrounding military, government, pastoral, self-employed or non-profit financial planning and retirement, please reach out today.
