get clarity
clear guidance on what you need to know
actionable advice
create a personalized action plan for your retirement
gain confidence
partner with an expert to invest wisely and secure your financial future
Disclosure: Goodwin Investment Advisory, LLC is an SEC registered Investment Adviser. The Google ratings, client satisfaction ratings and reference on The Ramsey Show were given by current clients, and were not compensated with cash, or non-cash compensation. There are no material conflicts of interest on the part of the person(s) giving the ratings and references resulting from the person’s relationship with Goodwin Investment Advisory, therefore has no incentive to recommend the adviser. Please click here for further information.
Tim Goodwin – sharing our mission
let us guide you
Do you know when you can retire with confidence and security? We can help you prepare for a comfortable retirement including having a plan for your estate.
Are you concerned you might be overpaying on your taxes? Let us help you keep as much of your hard-earned money as possible by utilizing the latest tax strategies.
guidance as you design your ideal retirement
We know that with retirement comes new possibilities as well as financial anxiety. Our team is here to help you every step of the way as you design, transition to, and live the retirement you envision.
Throughout the process, we will help you with as many unknowns and uncertainties as possible while supporting your plans, keeping you on track, and celebrating your milestones along the way.
You don’t have to do this alone as we provide guidance with financial planning, growing and protecting your wealth, minimizing the impact of taxes, and helping you to confidently reach your unique retirement goals.
* latest 10 reviews as of 10/2026
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 family members of employees or business partners; they have not been paid or otherwise compensated for the testimonial. Opinions and comments given by GIA clients or other individuals may not represent any other person’s experience with the firm.
your advisors
how to hire us
STEP 1
schedule your intro call
A GIA consultant will listen to your story and answer any questions you have during this free 15-minute intro call.
STEP 2
meet with a CFP® Professional
Together with your CFP® professional, we will assess your financial situation, discuss your goals, and share how we could craft a tailored investment strategy that aligns with your aspirations and risk tolerance.
STEP 3
achieve financial clarity
Join our firm for unparalleled customer service, get your personalized strategy, and access to all of our services. Enjoy the peace of mind and security that comes from having clarity about your financial future.
a free book or guide just for you
Feeling stressed about your financial future or want to learn ways to confidently meet your retirement goals?
How to create sustainable income for life? What goals do you need to plan for and check-off your list this year? How to find your right-fit advisor? How to plan for your happy retirement?
trust goodwin investment advisory in Woodstock, GA for your retirement and financial planning needs.
better together
We understand that uncertainty about your financial future can be stressful, and it can be challenging to find an experienced financial advisor to trust with your retirement plan.
It should be simple, right?
You want someone who will listen to your concerns and individual goals, and who will partner with you and guide you along your journey.
At Goodwin Investment Advisory, we believe everyone deserves a secure financial future. We consistently see how a lack of comprehensive planning often leads to individuals feeling overwhelmed and uncertain, so we step in to offer personalized and strategic financial advice. Clients who have trusted us feel they are empowered with confidence when we partner together to navigate a clear path toward a meaningful retirement.
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welcome to The Money P.I.G. Podcast
The Money P.I.G. Podcast is co-hosted by Tim Goodwin and Joe Beckford. Our mission is to lead people to financial Peace, Independence, and Generosity, hence the name PIG. You can watch the podcast on YouTube or listen on on Apple podcast or Spotify. Follow us to stay connected and never miss an episode!
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*don’t worry, we won’t share your information
how we’re different
Companies have directors; we have a client advisory board. Over time, they have shared what makes us different.
experience & expertise
- Helping clients achieve their goals since 2004
employee-owned
- Most members of our team are owners of the firm. We believe clients receive better care when the people serving them have a personal stake in the firm’s success.
proactive communication
- Because responsiveness builds trust, our service standards ensure prompt responses to calls, emails, and texts while keeping clients informed with updates and insights.
domestic biased investment strategies
- Many competitors recommend higher-cost, under-performing international investments.*
*For long-term investments, international equity funds have lagged U.S. equity funds from 1997 – 2025. Past performance does not guarantee future results.
financial network
- We work side-by-side with other members of your team – CPAs, estate attorneys, insurance agents, etc.
highly recommended
- As of February 2026, we had 230 5-star Google reviews. Clients have also reviewed us on Yelp and Nextdoor.
objective professional advice
- Our financial interest is aligned with yours. Unlike commission based brokers, we are not compensated by the investments we recommend.
CERTIFIED FINANCIAL PLANNER® professionals
- All lead advisors are CFP® professionals, a designation requiring exams, continuing education, experience, and commitment to the CFP® Code of Ethics.
client stories
Disclosure: The client experience stories are considered an “Endorsement” by the SEC and are intended to provide a narrated example of the services and solutions provided by Goodwin Investment Advisory to its clients. The endorsement is provided by an actual client of Goodwin Investment Advisory. The storylines illustrate real-life scenarios and challenges that our clients face and how we can serve as your investment and planning guide. Our firm does not compensate our clients for endorsements, nor do we believe there are any reportable conflicts of interest between the client and the firm with this endorsement.
read our most recent blog, podcast episode, and client insider
FAQs
All five of our financial advisors hold the CERTIFIED FINANCIAL PLANNER® certification. Earning this credential requires meeting rigorous education, examination, experience, and ethics requirements, along with ongoing continuing education.
GIA has been serving clients since 2004. Your advisor is also supported by our investment committee, planning professionals, and client service team.
Learn more: Meet our team | What is a CFP® professional?
We help coordinate the different parts of your financial life, including:
- Investment management.
- Retirement planning and income strategies.
- Social Security decisions.
- Tax planning, including Roth conversion strategies.
- Estate and legacy planning coordination.
- Charitable giving.
- Guidance through changes such as retirement, an inheritance, divorce, or the loss of a spouse.
We provide tax planning and coordinate with your CPA and attorney as needed for tax and legal advice.
Explore: Our services and client benefits
Your investments should support your goals, your timeline, and the level of risk you can reasonably take.
Our approach combines diversification, disciplined investment selection, attention to costs, and tax awareness. We use a dynamic approach to asset allocation, which means we may adjust the mix of investments as economic conditions change. Your advisor considers your income needs, financial resources, and comfort with risk when recommending a portfolio.
All investing involves risk, and returns are not guaranteed.
Learn more: Our investment management approach
Our approach brings together:
- CFP® expertise: All five financial advisors hold CFP® certification.
- A fiduciary commitment: Recommendations must put your best interests first.
- Coordinated planning: We consider how investments, retirement income, taxes, and family goals work together.
- An ongoing relationship: You have access to your advisor team as questions arise and life changes.
- A personal mission: We want to help you experience financial peace, independence, and generosity.
We want to understand what your money needs to do for you and help you make decisions that support that life.
Explore: How to work with us
GIA is a fee-only registered investment advisor. For ongoing investment management, our advisory fee is based on the assets we manage for you. The effective percentage decreases as the amount managed increases.
Fees are typically deducted from your investment accounts quarterly, with a published minimum of $1,875 per quarter. Financial planning is included for households with at least $500,000 under management. Underlying investment expenses and certain other account costs may apply separately.
Your advisor can explain the fee for your specific accounts, what it covers, and any additional expenses before you decide to move forward.
Review: Our fee schedule | Firm disclosures and relationship summary
Our team monitors your investments and reviews accounts as financial circumstances and market conditions change.
Fidelity is our preferred custodian. Its website and app provide account balances, performance information, statements, and tools for comparing returns with benchmarks. Investment management clients receive holdings and performance statements from Fidelity at least quarterly.
We also use gMoney, our collaborative financial planning tool, to bring together your broader financial picture, project income and expenses, and track progress toward your goals.
Learn more: Client tools and communication
Your advisor would start with the retirement you want: your preferred retirement date, expected spending, travel plans, healthcare needs, and other priorities.
Then, together, you would review:
- Retirement accounts, other investments, savings, and debt.
- Social Security, pensions, and other income.
- How much your investments would need to provide after taxes.
- How your plan could support a longer-than-expected retirement.
- What adjustments may help if your circumstances or assumptions change.
Using planning projections and different scenarios, your advisor can help assess whether your resources support your desired retirement and what changes could improve your outlook. These projections are estimates, rather than guarantees.
Timing: We can begin discussing these questions at your first advisor meeting. A personalized analysis depends on receiving your financial information and understanding the complexity of your situation. Your advisor can outline the steps and expected completion date. If you mean how many more years you may need to work, that is one of the questions the analysis would help answer.
Explore: Retirement planning | Free financial guides
Your advisor would evaluate both accounts as part of your overall retirement income and tax plan.
- Traditional 401(k): Withdrawals of pretax contributions and earnings generally count as taxable income.
- Roth 401(k): Qualified withdrawals are generally tax-free. For a typical retirement withdrawal, this means meeting the five-tax-year requirement and being at least age 59½.
There is no single withdrawal order that works for everyone. Your advisor would consider your spending needs, tax bracket, Social Security, Medicare premiums, required minimum distributions, and goals for your family.
For example, taking some traditional withdrawals during lower-income years may make sense. In another year, qualified Roth withdrawals might help cover a larger expense without adding taxable income. Sometimes a combination is appropriate.
Your CFP® professional would compare the options and coordinate with your CPA to recommend a strategy for your circumstances, with attention to taxes throughout retirement.
Learn more: Our tax planning approach
