Goodwin Investment Advisory Employee Directory
Financial ServicesGeorgia, United States11-50 Employees
Goodwin Investment Advisory is a fee-only, independent financial services firm based in Woodstock, Georgia. The firm emphasizes fiduciary duty, with a team of CERTIFIED FINANCIAL PLANNER™ professionals who align their own investments with clients’ portfolios and provide guidance for managing wealth and achieving personal goals. Its target clients appear to be individuals with growing portfolios, particularly those with at least $500,000 to invest, seeking integrated investment management and comprehensive planning to support long-term life goals and family legacy. The company positions itself as a trusted, client-focused advisory partner that aims to improve clients’ quality of life by allowing them to prioritize time while ensuring investments and financial plans are aligned. Recent activity noted in publicly reported sources includes discretionary investments in specific assets, reflecting ongoing portfolio management undertaken by the firm. The firm operates within the broader financial services industry, offering advisory services that cover investment management and wealth planning, and it highlights a client-referenced track record of satisfaction through multiple positive online reviews.
1-888-653-2347 
support@leadiq.com 
