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!

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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.

Goodwin Investment Advisory (GIA) did not provide any cash or non-cash compensation in return for this client testimonia...
05/26/2026

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.

Christy Trego was just recognized as being in the top 10% of managers on Workleap. This recognition is based on team eng...
05/04/2026

Christy Trego was just recognized as being in the top 10% of managers on Workleap. This recognition is based on team engagement benchmarked against over 100,000 managers across Workleap. It’s a reflection of connection, trust, and consistency built on strong leadership. It’s proof that we have the kind of manager every team dreams of, one who invests genuine care and energy, and helps people do their best work.

04/20/2026

Generosity isn’t just something we talk about—it’s something we live.

At Goodwin Investment Advisory, our mission is to lead people to financial peace, independence, and generosity. And while we love helping our clients give with intention, we believe in setting the example—both as a company and as individuals.

That’s why supporting organizations like Never Alone means so much to us.

Because of this incredible community, $107,000 was raised to support families right here at home.

This impact is real:
Children who may have gone to school hungry can now sit down to dinner with their families.
Seniors have access to fresh, nutritious food—helping them stay healthy while easing financial pressure so they can afford essential medications.

We’re so grateful to be part of something bigger than ourselves.

If you’ve been thinking about giving, there’s still time to make a difference. Visit www.neveralone.org
to learn more and donate.

Together, we can continue to show what generosity truly looks like.

Passing wealth wiselyYour planning doesn’t end with you. Thoughtful coordination can help reduce confusion, support love...
04/15/2026

Passing wealth wisely

Your planning doesn’t end with you. Thoughtful coordination can help reduce confusion, support loved ones, and clearly reflect your intentions.

What we help with
* Annual gifting strategies
* Beneficiary designation reviews with tax awareness
* Inheritance planning across Roth, traditional, taxable, and charitable assets
* Roth conversion strategies with heirs in mind
* Coordination with estate planning attorneys. .
Clarity today can ease the burden on others tomorrow.

Tim Goodwin passing the crown and title to the new Chief Compliance Officer, Herman Hugo, who is an i-dotter and t-cross...
04/14/2026

Tim Goodwin passing the crown and title to the new Chief Compliance Officer, Herman Hugo, who is an i-dotter and t-crosser extraordinaire and king of all things compliance at Goodwin Investment Advisory.

For many people, generosity is deeply personal. Tax planning can support your giving in a way that aligns with your valu...
04/13/2026

For many people, generosity is deeply personal. Tax planning can support your giving in a way that aligns with your values while remaining thoughtful about timing and structure.

What we help with
* Donor-advised fund setup and ongoing strategy
* Gifting appreciated securities
* Qualified Charitable Distributions (QCDs)
* Charitable bunching and multi-year giving strategies
* Aligning giving with tax years and income brackets
Giving can be intentional, meaningful, and coordinated.
Passing wealth wisely

Your planning doesn’t end with you. Thoughtful coordination can help reduce confusion, support loved ones, and clearly reflect your intentions.

Clarity today can ease the burden on others tomorrow.

https://www.goodwininvestment.com/services/tax-planning/

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

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