CRD: 131193
Goodwin Investment Advisory
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-21-2004
- Office Locations
- 1
Office Locations
About Goodwin Investment Advisory
Goodwin Investment Advisory is an employee-owned, SEC-registered RIA in Woodstock, GA (est. 2004) led by CFP® professionals. The firm focuses on retirement-centric planning—integrating tax, estate, and ongoing investment management—helping clients transition into and live retirement, including major life events like inheritances. Portfolios are primarily implemented with ETFs and public funds, with custody at Fidelity/NFS. USA TODAY ranked it a 2025 Best Financial Advisory Firm (top 1.5%).
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Owner & Executives
TIMOTHY JOHN GOODWIN
Financial Advisor, General Partner, Owner, President
- CRD
- #4743635
- Ownership
- 50% but less than 75%
Maureen Elizabeth Goodwin
Founder, Owner
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 12 owners & executives
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VERONICA ESTRADA DIBBLE
Associate Wealth Planner
- CRD
- #5147843
Reid Trego
Financial Advisor, General Partner
- CRD
- #7472831
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $391,330,706 | $983,243 |
| Non-Discretionary | $5,676,394 | $1,135,279 |
| Total | $397,007,100 | $985,129 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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