wiseradvisor

Goodwin Investment Advisory

Tel: 678-741-2370
3380 Trickum Rd
Bldg 800 Ste 102
Woodstock, GA 30188

Guidance and Confidence

Goodwin Investment Advisory | Financial Advisor in Woodstock ,GA

About Goodwin Investment Advisory

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


Board Positions

Organization:  Fellowship of Christian Athletes  Cherokee County
Position :  Vice President
Duration :  01/01/2019-Currently holding


Education

Bachelor of Science in Finance  Berry College - Rome, Georgia
08/02/1999-05/03/2003



Faqs

  • Why should I choose you as my financial advisor? To answer that question, we asked our current client-families WHY they chose us, and what made us different from any other firm. Here are the Top 7 answers we received: 1. Our Unique Team Ability--we encourage everyone on the GIA team to play to their personal strengths! 2. Access--each client has the same access to our team, no matter how big or small. 3. Life Advisors--we can provide insight and guidance even if we don't manage the investment. We also share our trusted partners! 4. Lead by Example--we follow the same financial advice we offer to our clients. 5. Financial Network--we work side-by-side with other members of your team, partners we trust. (ie. Insurance Agents, CPA's, Lawyers, etc.) 6.Employee-Owned--we're not publicly traded or owned by a big national firm. You will never feel like "just a number". 7. Generosity--we believe that being generous is an essential part of every financial journey.
  • What are your qualifications? What is your education background? Tim Goodwin: Educational Background: " May 1999 - Kennesaw State University " May 2003  Berry College  Bachelors of Science Business Administration (concentration in Finance) " August 2003  Series 65 Uniform Investment Adviser Law Examination " Sept 2003  Series 63 Uniform Securities Agent State Law Examination Business Experience: " May 2003  February 2004  Account manager and office support for a small financial service firm " February 2004  Present  Owner, manager and financial advisor  Goodwin Investment Advisory " Sept 2017  Present  Owner of MSCE Stewardship LLC, the general partner of the Goodwin Real Estate Fund, LP
  • How are you compensated? How will I pay for your services? GIA does not receive performance-based fees. Full compensation breakdown is found in our Firm Brochure page 2. One quarter of the blended annual fee is charged in advance and is calculated based on the ending balance of the account, as determined by the custodian, at the close of the last trading day of each prior quarter. Your first invoice will be prorated as of the date that you sign the Client Advisory Agreement and may be combined with the next quarters fee. You pay the quarterly fees by giving us written authorization to deduct the fees from your account when you open a brokerage account at Fidelity Investments. You may also choose to pay by check.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? GIA accepts discretionary authority to manage securities accounts on behalf of clients. We have the authority to determine, without obtaining specific client consent, the securities to be bought or sold, and the amount of the securities to be bought or sold. Discretionary trading authority facilitates placing trades in your accounts on your behalf so that we may promptly implement the investment strategy. A limited power of attorney is a trading authorization for this purpose. Clients may grant GIA the authority to transfer funds to and from their account at Fidelity through a standing letter of instruction. GIA does not have the authority or the ability to change the clients instructions. Fidelity will verify their instructions and send account statements at least quarterly to each client. Fidelity will also notify the client when funds are disbursed and send an annual notice reconfirming the instructions. Clients may modify or terminate the instructions at any time.
  • How many clients do you currently manage? 391
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Goodwin Investment Advisory

Goodwin Investment Advisory

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.

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My Services

Financial Planning for Individuals

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

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

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.


My Team

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".

Growing up on a farm in Armuchee, GA, Justin learned early on the value of work ethic and a job well done. He graduated from Jackson State University with a degree in Exercise Science. Then, continued his education at Berry College where he received his MBA. He began working for Georgia Securities Division and worked his way up to Senior Compliance Examiner, auditing over 60 firms over the duration of his job. When Justin decided he wanted to pursue a career as a Financial Advisor and CFP, he im ...more

Born in El Paso and raised on the Gulf Coast of Texas, Joe is a Texas man at heart. He graduated from the University of Houston with a degree in Finance and a minor in Spanish. While in college, he began working for Delta Air Lines, and after graduation, he moved to Atlanta to work in their revenue management group. After coming to Georgia, he married his college sweetheart, Mary Ellen. After 20 years working with Delta, Joe went to work for a mortgage broker and soon after left to start his own ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Communities Served

Altanta and North Georgia. However we have clients in twenty two different states.

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