Why clients stay with Goodwin Investment Advisory: because we care more

At Goodwin Investment Advisory, we understand that hiring a financial advisor is a big decision. But what truly sets us apart—and keeps clients with us for the long haul—is not just what we do; it’s how we care. Clients hire us to solve their financial pain points, but they stay because of the peace of mind and trust we cultivate in every interaction. Here’s why so many clients continue to choose us year after year.

We keep portfolios balanced—through bulls and bears

Markets fluctuate, and it can be tempting to chase trends or panic in a downturn. We take care in rebalancing portfolios to keep them aligned with each client’s risk tolerance. We know bull markets are fun and bear markets are not, but if we don’t rebalance our clients’ accounts after a bull market, bear markets will hurt even more. This proactive approach helps smooth out the ride, focuses on long-term growth, and hopefully minimizes stress during volatile markets.

We take the stress out of Required Minimum Distributions (RMDs)

RMDs are complicated, and missing one can result in hefty penalties. But our clients don’t need to worry about this. We handle the calculations and processes, ensuring they meet their obligations on time—no stress, no penalties. This is one less thing they need to think about in retirement. John Pratt, a client, recently shared on our Money PIG podcast that hiring us has helped him sleep better at night. A good night’s sleep seems like a reason to keep us!

We keep beneficiaries up to date

Life changes—relationships evolve, families grow, and sometimes, things fall apart. We ensure that our clients’ beneficiaries are always current so their hard-earned money doesn’t create a tax nightmare for loved ones or accidentally end up in the wrong hands.

We establish trusted contacts for the unexpected

As life changes, so do needs. We work with clients to establish a trusted contact who can help us support them if their decision-making capabilities change. This safeguard for the future ensures that someone who knows and loves them is there to guide us if needed.

Check out our blog on Cognitive Decline in Retirement Planning.

We build community through events

Financial security is important, but so is connection. Sometimes, life can be lonely, so we host events where clients can meet others with shared values. These gatherings are a chance to connect, share stories, and have fun—because great relationships make life richer, and you already have something in common, such as having an awesome advisor!

The services and benefits we offer

We provide more than just financial guidance—we deliver peace of mind. From proactive tax planning and retirement strategies to personalized investment management and ongoing financial education, we handle the details so you can focus on what matters most. We aim to simplify your financial life and align your retirement plan with your goals, giving you confidence in your future. It’s why our clients trust us to care for their finances and their families.

We keep clients informed and empowered

While anyone can read a blog or follow the news, our clients get insider access. We offer tailored education and updates on financial topics, giving them the confidence to make informed decisions. When you work with us, you don’t have to be left in the dark. In addition to the typical communication channels such as in-person meetings, email, text, and phone calls, we communicate through weekly Market Updates, blogs, and Podcasts, as well as our monthly client Insider and investing guides.

(The public gets our blogs, guides and podcasts, but only our clients get our Insider and Market Updates; they get the inside scoop, the most up-to-date info, so they can stay informed and make better financial decisions)

Here is a link to one of our blogs, “Does Your Financial Advisor Neglect to Communicate With You,” which shares 11 different ways we communicate with our clients.

We care more

This isn’t just our motto—it’s how we live and work. From helping clients plan their retirement to creating a financial legacy for their families, every interaction reflects our deep commitment to each individual’s well-being.

Our clients stay because they feel seen, understood, and cared for in ways they didn’t expect when they first signed on. At Goodwin Investment Advisory, we don’t just solve financial problems; we build lifelong relationships grounded in trust and mutual respect.
Some examples of our “we care more” approach are the ways we celebrate with clients. We like to celebrate our client’s milestones such as paying off their mortgage, buying a new home, client anniversaries, birthdays with a free birthday book of their choice, the birth of a baby or grandchild, boxes of sunshine, and when they reach over $1,000,000 in investable assets for the first time.

Why does this matter to you?

Hiring a financial advisor should make your life easier—and staying with one should bring you peace of mind. At Goodwin Investment Advisory, we offer more than just financial expertise; we provide a partnership rooted in genuine care and a commitment to your best interests.

Let us take the worry out of your financial life so you can focus on what matters most: living fully, connecting deeply, and enjoying your wealth and time with loved ones. We want our clients to truly enjoy a meaningful retirement and the journey to get there.

Ready to experience the difference?

Let’s start the conversation. Schedule an intro call today and discover why so many clients choose to stay with Goodwin Investment Advisory. Because when it comes to your financial future, you deserve more than just an advisor—you deserve someone who truly cares.

Disclosure:

All investment carries risk, and we cannot guarantee performance or results. Past performance does not guarantee future results. GIA does not earn any compensation from any of the non-GIA links provided in these resources. The market insights, podcast, blogs, book recommendations, self improvement thoughts, food recipes and activities are based on our perspectives and experience, and may not apply to your unique situation or be appropriate for your health and wellness. We are not aware of any conflicts of interest relating to any testimonials or endorsements. Please contact us for any questions relating to the content above, or to discuss how we can support you in your specific situation, and help you to reach your financial and personal goals.