GoodWin Asset Management Employee Directory

Financial ServicesFlorida, United States0-1 Employees

GoodWin Asset Management, Inc. operates in the financial services sector as a fee-only investment management and financial planning firm registered in Florida, Georgia, and New York. Based in Pensacola, Florida, the firm emphasizes independent management without selling products from other institutions, aiming to avoid hidden fees while focusing on long-term, tax-efficient, and conservatively structured portfolios. Its approach centers on thorough analysis before any trades, seeking to align asset allocation with clients’ future goals and minimize turnover. The target market includes clients seeking unbiased, fee-based asset management and financial planning, with a focus on transparent pricing and a commitment to performance over short-term trading. The company presents itself as independent from product sales commissions and positions itself within the broader financial services industry as a fiduciary-like, fee-only adviser dedicated to objective investment decision-making. A recent development noted is its registration across three states, underscoring an expansion of its fiduciary footprint.

Sign up for free to view info

Company overview Email format