Goodwin Investment Advisory

Goodwin Investment Advisory Experience confidence and security in your financial plan guided by a team your family can trust.

Goodwin Investment Advisory is a client-focused firm located in Woodstock, GA. Tim, Joe, and Justin are CERTIFIED FINANCIAL PLANNER™️ professionals, fee-only, independent, objective, and act as fiduciaries. We are only paid by our clients and this ensures that we are always on the same side of the table as they are. Plus, our advisors invest in the exact same things as our clients with their own p

ersonal money. If you have a growing portfolio of $300K or more, our firm seeks to assist you with managing your investments and everything else that impacts your wealth accumulation and helps you to reach your personal goals. GIA provides guidance and confidence in your financial plan from a team your family can trust. Because we care deeply about our clients' quality of life, we work as a unique ability team to help guide you to live a more fulfilled life. Our vision is to see your family empowered with the confidence that your legacy will last for generations. At the end of the day, time is your most valuable asset, we aim to allow you to spend more time the way you want. Partnering with you by taking responsibility for your investment management allows you to have more time and ensures that your goals and finances are integrated together. We have learned over time that money does not make people happy but it does allow you to do the things you love and to create memories for your family and the people you love. Accomplishing these types of goals can only be done with planning and discipline.


*We come highly recommended by our clients (5-star google and yelp reviews) plus, voted #1 by around Woodstock for 4 years, and we are endorsed by Dave Ramsey and Smartvestor Pro. Reach out and set up an intro call by clicking on our link to our website if you are interested to see how our team can benefit you!

--

Disclosure: Likes should not be considered a positive reflection of the investment advisory services offered by Goodwin Investment Advisory. Visitors to this page must avoid positing positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Goodwin Investment Advisory.

Celebrating milestonesOne of the best parts of what we do is celebrating with clients when they reach meaningful financi...
07/02/2026

Celebrating milestones
One of the best parts of what we do is celebrating with clients when they reach meaningful financial milestones - in this case retirement!
We loved celebrating Brian and Danel Lins as they rang the bell in our office to mark their retirement - and the start of an exciting new chapter in their lives! Advisor Ray Brown and Coby Sullivan were honored to share the moment with them and celebrate the years of planning, preparation, and hard work that helped make this day possible.
At Goodwin Investment Advisory, we love helping clients plan for retirement with clarity and confidence, and when the day finally comes, we believe it is worth celebrating. Because retirement is more than a date on the calendar. It is a milestone, a transition, and the beginning of a new season.
Helping someone retire sooner is a significant goal - enabling the start of a meaningful and enjoyable retirement.

Disclosure:
Every person’s situation is unique, and therefore you should talk to your financial advisor about what will be best for you and your family, and how to align your plans with your financial situation. All investment carries risk, and past performance does not guarantee future results.

07/01/2026

Team offsite at the Atlanta Botanical Gardens. A day spent enjoying one another in nature was so refreshing!

Wondering if you could retire sooner than you thought? Or questioning whether you really have to keep working at the sam...
06/26/2026

Wondering if you could retire sooner than you thought?
Or questioning whether you really have to keep working at the same pace for years to come?
Before you make a major career or retirement decision, get clarity.
At Goodwin Investment Advisory, we help you understand what may actually be possible, whether that means:
*Retiring now
*Changing careers without derailing your future
*Comparing job offers with the full picture in mind, including benefits, taxes, cash flow, and retirement plans
*Building a realistic path to retire sooner
*Creating breathing room now so you can do work you actually enjoy
You may not have to simply “wait it out” or lose years of your life to work that no longer fits.
If you’re in a transition season, let’s talk through your options and build a plan that supports your peace today and your independence tomorrow.

Disclosure:
Every person’s retirement plan and timing is unique, and in your specific situation it may not be possible to retire sooner without significant changes to your plans. Consult with your financial advisor to determine what is feasible for you and your situation. All investment carries risk, and past performance does not guarantee future results.

Happy Birthday to our very own Erin Thompson! 🎉Around the office, Erin is lovingly known as “Mary Poppins” because she s...
06/17/2026

Happy Birthday to our very own Erin Thompson! 🎉

Around the office, Erin is lovingly known as “Mary Poppins” because she somehow always has exactly what is needed, keeps everything beautifully organized, and brings a calm, FUN, thoughtful presence wherever she goes.

Erin has a gift for making people feel cared for, supported, and seen, and she serves both our clients and our team with grace, compassion, and excellence.

We are so grateful to have her on the Goodwin Investment Advisory team. Please join us in wishing Erin the happiest birthday! 💙

06/15/2026

For individuals and families who want to keep more of what they earn

A smarter way to build wealth without losing it to taxes
In The Tax-Wise Wealth Blueprint, Justin Pitcock, CFP®, shows you how to make better financial decisions by understanding how taxes impact everything, from investments to retirement to legacy planning.

Reduce unnecessary taxes over time

Make more confident retirement decisions

Align your wealth with long-term goals and generosity

Goodwin Investment Advisory (GIA) did not provide any cash or non-cash compensation in return for this client testimonia...
06/08/2026

Goodwin Investment Advisory (GIA) did not provide any cash or non-cash compensation in return for this client testimonial. This testimonial may not represent any other person’s experience with the firm. Past performance does not guarantee future results.

Address

238 River Park N Drive
Woodstock, GA
30188

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Goodwin Investment Advisory posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Goodwin Investment Advisory:

Shortcuts

Share

Category