Financial Advisors
Woodstock, GA
Goodwin Investment Advisory is an SEC-registered investment adviser founded in 2004, specializing in comprehensive retirement planning, investment management, tax planning, and financial planning for individuals seeking confidence in their financial future. Led by CFP® professionals operating under a fiduciary standard, the firm provides personalized guidance to help clients design their ideal retirement, manage wealth effectively, and minimize tax impact. They're known for their Christ-centered approach to financial stewardship and have been recognized among USA Today's Best Financial Advisory Firms of 2025, placing them in the top 1.5% of over 30,000 RIA firms.
Ideal for: Pre-retirees and retirees seeking comprehensive wealth management, high-net-worth individuals managing complex portfolios, clients wanting faith-integrated financial planning
Service area: Woodstock, Georgia and surrounding metro Atlanta area
SEC-Registered Fiduciary Advisors: All advisors operate under a fiduciary standard and hold CFP® certifications, legally required to act in clients' best interests with no conflicts of interest.
Holistic Retirement Planning Approach: Beyond investment management, the firm integrates tax planning, estate planning, and lifestyle goal-setting to create comprehensive, personalized retirement strategies.
Values-Aligned Financial Guidance: The team explicitly integrates faith-based perspectives on money management and charitable giving, helping clients align investments with their personal values and life purpose.
Address: 238 River Park N Dr, Woodstock, GA 30188
Phone: (678) 741-2370
Website: goodwininvestment.com
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