Goodwin Investment Advisory Revenue
Financial Services • 
Woodstock, Georgia, United States • 11-20 Employees
Goodwin Investment Advisory revenue & valuation
| Annual revenue | $2,638,935 |
| Revenue per employee | $189,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $8,500,000 |
| Total funding | No funding |
Key Contacts at Goodwin Investment Advisory
Tim Goodwin
Founder
Herman Hugo
Director Of Compliance
Company overview
| Headquarters | 238 River Park North Dr, Woodstock, Georgia 30188, US |
| Phone number | +16787412370 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Investment Management, Estate Planning, Financial Planning, Risk Management, Tax Planning, Investment Management, Real Estate Investing |
| Founded | 2004 |
| Employees | 11-20 |
| Socials |
Goodwin Investment Advisory Email Formats
Goodwin Investment Advisory uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@goodwininvestment.com), used 73.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@goodwininvestment.com | 73.3% |
{first initial} | j@goodwininvestment.com | 13.3% |
{first name}{last name} | johndoe@goodwininvestment.com | 13.3% |
About Goodwin Investment Advisory
Goodwin Investment Advisory is a client-focused firm located in Woodstock, GA. Tim, Joe, Justin, and Ray are CERTIFIED FINANCIAL PLANNER™️ professionals, 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. If you have a growing portfolio of $500,000 or more, our firm can 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 clients' 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 with over 200, 5-star google reviews and 5-star Yelp reviews. 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!
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Goodwin Investment Advisory has 9 employees across 5 departments.
Departments
Number of employees
Funding Data
Goodwin Investment Advisory has never raised funding before.
Goodwin Investment Advisory Tech Stack
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