Disclosures relating to Ratings and References
Disclosure: Goodwin Investment Advisory, LLC is an SEC Registered Investment Adviser. SEC registration does not imply a certain level of skill or training. GIA did not provide any cash or non-cash compensation in return for these reviews, testimonials, and endorsements by existing clients and other individuals. We are also unaware of any material conflicts of interest on the part of the person(s) giving the testimonial or endorsement resulting from the person’s relationship with Goodwin Investment Advisory, which could result in an incentive to recommend the adviser. Some existing clients may be extended members of employees’ families; they have not been paid to provide a testimonial. Opinions and comments given by GIA clients or other individuals may not represent any other person’s experience with the firm.
Google reviews are as seen on Google, and not edited in any way. On our homepage, we display the latest ten reviews. These are updated once a month.
Client satisfaction score is based on Client Surveys sent to the current customers in May of 2024. Out of a total of 351 client households, we received 215 individual client responses, of which 98.1% responded that they are satisfied with their experience at GIA.
A current customer referenced Goodwin Investment Advisory (GIA) during a televised interview on The Ramsey Show. Neither the customer nor The Ramsey Show were compensated for mentioning GIA in this broadcast. GIA pays Ramsey Solutions a fee to be vetted for and included in Ramsey’s SmartVestor program.
GIA uses an external company (WorkLeap) to conduct regular anonymous surveys among our employees, using WorkLeap’s OfficeVibe product.
WorkLeap currently claims to have almost 3,000 clients (companies) worldwide using OfficeVibe. Starting in May 2024, WorkLeap published 3 lists of 20 companies each, representing the highest overall engagement score for 3 categories of company size: 0-99, 100-999, and 1000+.
GIA is proud to be recognized by WorkLeap as one of the Top 20 companies in the 0-99 employee category, in their announcement on June 18, 2024.
More information can be found here:
https://workleap.com/blog/ex-leaders-spring-2024/
https://workleap.com/officevibe/
National Recognition: USA Today’s Best Financial Advisory Firms 2025
We are honored to share that Goodwin Investment Advisory has been named one of USA Today’s Best Financial Advisory Firms in 2025, ranking in the top 1.5% of more than 30,000 RIA firms reviewed nationwide. This national recognition reflects both our commitment to exceptional client service and our firm’s consistent growth.
Disclosure: USA Today’s Best Financial Advisory Firms 2025 ranking was developed in collaboration with Statista, an independent research firm. The final list of 500 RIA firms was determined through a weighted scoring system based on: Client and peer recommendations (20% of score): gathered via an independent survey of over 30,000 clients, industry experts, and financial advisors. Self-recommendations were not permitted. Assets Under Management (AUM) growth (80% of score): measured over both short-term (12 months from Jan 2024–Jan 2025) and long-term (5 years from 2020–2025) periods, using publicly available data. No fees were paid by Goodwin Investment Advisory for inclusion or ranking consideration.
