Since 2004, Goodwin Investment Advisory has been serving the Atlanta area and all over the United States. Our experience helps us serve our clients with varied financial needs and backgrounds. We work with traditional, blended, LGBTQ+ and special needs families. Help with separation, divorce or widowhood is also available. If you have questions surrounding military, government, pastoral, self-employed or non-profit financial planning and retirement, please reach out today
General Information |
| Firm Start Year: | 2004 | |
| Gender: | Male |
| States Licensed in: | as a registered investment advisor with the SEC we are licensed in all 50 states |
| Number of Years with Current Firm: | 17 |
| I work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs |
| Advisory Services Provided: | Tax Advice and Services, Risk Management, Retirement Planning, Portfolio Management, Estate Planning & Trusts, Financial Advice & Consulting, Financial Planning for Individuals |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Bonds, Stocks, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | At your office, Via Email, Via Phone, At my office, At your home, Our Offices, Video Conference |
Firm Information |
| Advisor's Number of Clients: | 380 |
| Advisor's Number of Managed Clients: | 380 |
| Advisor's Number of Planning Clients: | 12% |
| Assets Managed by Advisor: | $175,000,000 |
Compliance |
| Registered Investment Advisor: | Yes |
| Registered Representative: | Yes |
| Investment Advisor Representative: | Yes |
| I am an acknowledged fiduciary: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | Fee Only |
| Minimum Portfolio Size for New Managed Accounts: | $100K+ |
| Fee % Based on Assets: | varies |
| Hourly Rate: | n/a |
| Additional Details on Charges: | Our quarterly asset under management fee varies by client asset size as it's a blended rate. |
| Minimum Fee Charged for Managed Accounts: | $387.50 |
| Minimum Fee Charged for Hourly Planning Accounts: | n/a |
| Organization: | Fellowship of Christian Athletes Cherokee County |
| Position : | Vice President |
| Duration : | 01/01/2019-Currently holding |
| Bachelor of Science in Finance |
Berry College - Rome, Georgia
08/02/1999-05/03/2003 |
Tim Goodwin graduated from Berry College with a degree in Finance. Upon graduation he went to work for a local financial firm, but quickly learned that his personal values and the values of the firm did not line up. So he started his own firm, Goodwin Investment Advisory, in Woodstock, Georgia, because I saw the need for a different kind of financial firm that upheld my values of integrity, honesty and trust. A firm that operated in the best interest of its clients at all times and fulfilled my vision to lead all people to financial peace, independence and generosity.
Tim has cultivated a culture of client-focused service, helping clients become the heroes of their own finances by guiding them with GIA’s trademarked unique processes. He and Team GIA have set themselves apart as an industry leader with an experienced team as well as a trusted network of professionals. To learn more about Tim’s financial philosophy you can read Tim’s book, "Exponential Wealth: How to Create sustainable Income for Life" Tim lives in Canton, GA on a mini-farm with his beautiful wife and college sweetheart, Maureen, and three exceptional daughters (Canaan, Shiloh, and Eden). Plus, 26 chickens, 9 ducks, 3 sheep, 3 dogs, 2 cats, 2 turtles, 2 roosters, 2 peacocks, and a partridge in a pear tree. He loves to sit on his front porch in the evenings with his wife and watch his girls play across the pond in their treehouse, while sipping a Kentucky mule, or a glass of wine. On nights Atlanta United is playing however, you will find him cheering in the supporter section! On Sunday mornings the Goodwin family enjoys attending and volunteering at Woodstock City Church.
Financial Planning for Individuals |
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Your peace-of-mind for both retirement and your short-term financial goals is very important to us. We want you to live with freedom to pursue a life full of purpose and meaning and to become the hero of your own financial story. As you are looking for a financial advisor, check out our right-fit guide to help you ask the right questions so that you find the advisor that is right for you. |
Financial Advice & Consulting |
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Our expert advisors provide disciplined, dynamic, and carefully curated investment strategies, because that is the foundation of Goodwin Investment Advisorys investment management process. Our time-tested strategies are designed to meet your individual, long-term investment goals and objectives. We recommend global, domestic-only, or environmental social governance (ESG)-only model asset allocation strategies. |
Portfolio Management |
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Our team helps you identify risks that could considerably diminish your wealth. Through insurance assessment we partner you with top-tier private insurance solutions. While we like to encourage you to focus on what may go right with your situation, its also crucial to examine how you may be negatively impacted without proper defenses in place. It is often prudent and more cost effective to transfer risk to an insurance company to minimize the financial damage of an unanticipated event in your life or that of a loved one. |
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Mon. | 9:00 AM - 6:00 PM |
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Tue. | 9:00 AM - 6:00 PM |
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Wed. | 9:00 AM - 6:00 PM |
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Thu. | 9:00 AM - 6:00 PM |
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Fri. | 9:00 AM - 6:00 PM |
| Altanta and North Georgia. However | we have clients in twenty two different states. |
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