Goodwin Investment Advisory

Goodwin Investment Advisory is a fee-based financial advisory firm that helps clients plan for retirement, manage investments, and coordinate tax, estate and wealth protection strategies. Its planners hold the CFP designation, and the firm also works with clients on charitable giving, high net worth planning, and business exit strategies. The process starts with a free 15-minute introductory call, followed by a meeting with a CFP professional to review finances and goals before any strategy is built.

The firm is based in Woodstock, GA, and its website lists local pages for nearby communities including Acworth, Canton, Cumming, Marietta and Roswell. Clients can also download free guides on retirement income and inheritances. Goodwin Investment Advisory, LLC is an SEC registered investment adviser.