A complete list of active advisors currently associated with Goodwin Asset Management Inc.

Warmer can help you find a great advisor at Goodwin Asset Management Inc. or one who fits your needs even better.

GoodWin Asset Management provides discretionary investment management and comprehensive financial planning to high‑net‑worth individuals, families, trusts and retirement plans, including 401(k), IRA and 403(b) accounts. The firm operates as a fee‑only adviser and delivers portfolio management, asset‑allocation advice and regular account reporting. The firm combines a top‑down approach for country and macro allocation with bottom‑up security selection, pursuing a conservative, value‑oriented, long‑term strategy that invests in equities, ADRs, bonds, ETFs and mutual funds while generally avoiding derivatives and margin without client consent. Clients complete an investment policy questionnaire and receive ongoing daily monitoring, monthly statements and detailed quarterly performance and allocation reports. Compared with many independent advisers, GoodWin explicitly offers pension‑plan consulting and retirement‑plan management in addition to HNW wealth management—services that are relatively uncommon for peers. The firm manages roughly $23 million across a limited client base and highlights cross‑border valuation and global-market experience (U.S., European and Asian opportunities) as a distinguishing aspect of its advisory work, and it focuses on serving HNW and institutional retirement clients rather than mass‑market, non‑HNW individuals.

To learn more about the advisors currently working at Goodwin Asset Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.