A complete list of active advisors currently associated with Goodwin Investment Advisory

Warmer can help you find a great advisor at Goodwin Investment Advisory or one who fits your needs even better.

Goodwin Investment Advisory provides investment management, retirement‑plan advisory, financial consulting and dynamic financial planning to individuals (including high‑net‑worth clients), retirement plans, trusts, charities and corporate clients. The firm offers discretionary portfolio management, participant account management and rollover guidance as part of its core advisory services. GIA implements Dynamic Asset Allocation strategies using in‑house models, curated Fidelity model portfolios and selected third‑party managers, and it may outsource trading execution to providers such as 55ip while custodial services are primarily provided via Fidelity’s institutional platform. Portfolios generally emphasize mutual funds, ETFs, individual securities and, for qualifying clients, interval and other non‑liquid alternative investments, with periodic rebalancing tied to macroeconomic views and client risk profiles. Notably, the brochure discloses an affiliation with MCSE Stewardship, LLC as general partner of Goodwin Real Estate Fund II, LP and that clients may be offered investments in that private fund, a sponsor/syndicator arrangement the firm identifies and addresses through disclosure and fiduciary oversight. The brochure also discloses paid client‑lead generation and promoter referral arrangements and that dynamic financial planning is offered free for households with at least $500,000 under management, practices that distinguish its client outreach and service packaging from many peers.

To learn more about the advisors currently working at Goodwin Investment Advisory, 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.