Goodwin Investment Advisory

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

3380 Trickum Rd # 102, Woodstock, Georgi...

Phone Number

(678) 741-2370

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Goodwin Investment Advisory

Goodwin Investment Advisory is a financial advisory firm based in Woodstock, GA, established in 2004, that specializes in providing personalized financial planning, investment management, retirement planning, and tax strategies. The firm aims to empower clients, particularly high-net-worth individuals, by offering expert guidance to help them achieve their financial goals and secure their retirement. With a team of certified financial planners, Goodwin Investment Advisory focuses on building trust and confidence through proactive communication and tailored strategies. Their services are designed to alleviate financial anxiety and provide clarity for clients navigating their financial futures.Explore more
Goodwin Investment Advisory's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Goodwin Investment Advisory Org Chart

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CP
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HR Chief Financial Officer & Director

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RB
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Wealth Advisor

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JB
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Senior Wealth Advisor

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CS
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Associate Wealth Advisor

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Compare Similar Companies to Goodwin Investment Advisory

Compare insights from companies similar to Goodwin Investment Advisory, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Goodwin Investment Adviso...

<$5M
1-10
Private
-
2004
CP
Christy PeacockHR Chief Financial Officer & Director
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
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Goodwin Investment Advisory Tech Stack

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Frequently Asked Questions Regarding Goodwin Investment Advisory

What is Goodwin Investment Advisory's official website?
Goodwin Investment Advisory's official website is www.goodwininvestment.com
What is Goodwin Investment Advisory's Revenue?
Goodwin Investment Advisory's revenue is <$5 Million
What is Goodwin Investment Advisory's SIC code?
Goodwin Investment Advisory's SIC: 62,628
What is Goodwin Investment Advisory's NAICS code?
Goodwin Investment Advisory's NAICS: 52,523
How many employees does Goodwin Investment Advisory have?
Goodwin Investment Advisory has 1-10 employees
What industry does Goodwin Investment Advisory belong to?
Goodwin Investment Advisory is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Goodwin Investment Advisory competition?
Goodwin Investment Advisory top competitors include: Vertex Capital Advisors, Bay Harbor Wealth Management
What technology does Goodwin Investment Advisory use?
Some of the popular technologies that Goodwin Investment Advisory uses are: WordPress.org, Cloudflare Website Optimization, Google Workspace, Gmail
Who is the CFO of Goodwin Investment Advisory?
Goodwin Investment Advisory's CFO is Christy Peacock
How do I contact Goodwin Investment Advisory?
Goodwin Investment Advisory contact info: Phone number: (678) 741-2370 Website: www.goodwininvestment.com
What does Goodwin Investment Advisory do?

Goodwin Investment Advisory is a financial advisory firm based in Woodstock, GA, established in 2004, that specializes in providing personalized financial planning, investment management, retirement planning, and tax strategies. The firm aims to empower clients, particularly high-net-worth individuals, by offering expert guidance to help them achie... ve their financial goals and secure their retirement. With a team of certified financial planners, Goodwin Investment Advisory focuses on building trust and confidence through proactive communication and tailored strategies. Their services are designed to alleviate financial anxiety and provide clarity for clients navigating their financial futures.Read More

What are Goodwin Investment Advisory social media links?
Goodwin Investment Advisory Linkedin page Goodwin Investment Advisory Twitter page Goodwin Investment Advisory Facebook page
Is Goodwin Investment Advisory a public company?
Goodwin Investment Advisory is private company therefore does not currently have an official ticker symbol
See more information about Goodwin Investment Advisory

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