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Meet Tim Goodwin of Goodwin Investment Advisory

Today we’d like to introduce you to Tim Goodwin. Them and their team share their story with us below:

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 2004 in his spare bedroom 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 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, 7 chickens, 5 peacocks, 4 ducks, 3 sheep, 2 goats, 2 sugar bears, 2 cats, 1 goose, 1 dog 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.

If Tim could share one message with the world it would be, “the greatest adventure is continuously discovering how much you mean to God!”

The best piece of advice he has ever received was, “In humility value others above yourself.” – Phil 2:3 This quote has permeated his life in every aspect.

Would you say it’s been a smooth road, and if not what are some of the biggest challenges you’ve faced along the way?
The financial industry has a credibility problem with consumers which is evident by a recent study* by Morning Consult which shows that “43% of the population polled do not trust financial advisors, with another 18% being unsure.” It seems the biggest obstacle in our industry is realizing not every firm operates on the same level of integrity, which leads people to have a harder time trusting a financial advisor. Being a fiduciary* We aim to eradicate that stereotype by operating from our values and how we truly care for our client’s financial and personal goals on a different level. We want to create a family feel with our clients and we work hard to do so with our amazing unique-ability team. Maya Angelou explained it best, “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” We want our clients to feel good by having confidence and guidance in their financial plans provided by a team they can trust.

* (this is the source for the study)
* (this is the link to an article we wrote)

We’ve been impressed with Goodwin Investment Advisory, but for folks who might not be as familiar, what can you share with them about what you do and what sets you apart from others?
Mission – Leading people to financial peace, independence, and generosity.

Vision – To see your family empowered with the confidence that your legacy will last for generations.

Something extremely important to Tim Goodwin was creating a company where people loved their job and the company they worked for. In addition, Tim wanted to create an irresistible office environment and space where everyone loved coming into the office. He was so thoughtful in the design of the new office, considering the overall well-being of the team as he planned and built the new space. He wanted to not only create a light-filled, open space to encourage staff to enjoy collaborating with one another, but he envisioned the office as becoming a space where our clients and community wanted to come and hang out. We moved into the new office on May 23rd of this year and we have already hosted an amazing open house where 135 clients and families shared charcuterie and wine and conversation in our home-like office.

Goodwin Investment Advisory is a client-focused firm located in Woodstock, GA. Our wealth advisors are CERTIFIED FINANCIAL PLANNERS™, fee-only, independent, objective, and act as fiduciaries. We are only paid by our clients and this ensures that we are always on the same side of the table as they are. Plus, our advisors invest in the exact same things as our clients with their own personal money. Our firm seeks to assist you with managing your investments and everything else that impacts your wealth accumulation and helps you to reach your personal goals. GIA provides guidance and confidence in your financial plan from a team your family can trust. Because we care deeply about our client’s quality of life, we work as a unique ability team to help guide you to live a more fulfilled life. Our vision is to see your family empowered with the confidence that your legacy will last for generations. At the end of the day, time is your most valuable asset, we aim to allow you to spend more time the way you want.

Partnering with you by taking responsibility for your investment management allows you to have more time and ensures that your goals and finances are integrated together. We have learned over time that money does not make people happy but it does allow you to do the things you love and to create memories for your family and the people you love. Accomplishing these types of goals can only be done with planning and discipline.

*We come highly recommended by our clients (5-star google and yelp reviews) plus, voted #1 by Around Woodstock for four years, and we are endorsed by Dave Ramsey and Smartvestor Pro. Reach out and set up an intro call by clicking on our link to our website if you are interested to see how our team can benefit you.

Let’s talk about our city – what do you love? What do you not love?
Tim loves to travel and enjoys traveling with his wife and three daughters across the country in their RV, intending to visit all 50 states and many National Parks before they graduate. Something Tim doesn’t like is when people don’t do what they say they are going to do. Integrity is really important to him.

Contact Info:

Image Credits
All photos taken by our staff

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