Goodwin Investment Advisory
Goodwin Investment Advisory is a client-focused firm located in Woodstock, GA. Tim, Joe, Justin, and Ray 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 personal money. If you have a growing portfolio of or more, our firm can 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 with over 200, 5-star google reviews and 5-star Yelp reviews. 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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Verified contacts
13
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
2
tools in use
Monthly traffic
1.6K
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- HH
Herman Hugo
Director of Compliance · Finance & Accounting
EmailPhone - JP
Justin Pitcock
Lead Wealth Advisor · Finance & Accounting
EmailPhone - JB
Joe Beckford
Senior Wealth Advisor · Finance & Accounting
EmailPhone - TB
Tara Bruce
Marketing Manager · Advertising & Marketing
EmailPhone - CT
Christy Trego
Chief Operating Officer · General Business & Management
EmailPhone - TG
Tim Goodwin
Founder · General Business & Management
EmailPhone - ET
Erin Thompson
Owner · General Business & Management
EmailPhone - JB
Joanna Billy
Operations Manager · Operations
EmailPhone - RB
Ray Brown
Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 13 verified contacts
Top roles at Goodwin Investment Advisory
12 distinct titles indexed · top 10 shown.
- 2wealth advisor
- 1associate wealth advisor
- 1chief operating officer
- 1creative brand manager
- 1customer service representative
- 1director of compliance
- 1founder
- 1lead wealth advisor
- 1marketing manager
- 1operations manager
- +2more titles
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