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Matthew Daniel Goodwin

Strategic Blueprint, LLC

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About Matthew Daniel Goodwin

Matthew Goodwin is a registered investment advisor representative with Strategic Blueprint, LLC in Grayson, GA. Matthew Goodwin has been in the financial services industry since June 4, 2006. Matthew Goodwin has experience with various investment products, including life insurance, disability insurance, LTC insurance, fixed annuity and fixed indexed annuity sales. Matthew Goodwin has worked for various firms, including Peachtree Capital Tax and Advisory and Peachtree Capital Corporation in Atlanta, GA.

Firm Information

Matthew Goodwin is currently registered with Strategic Blueprint, LLC. Strategic Blueprint, LLC is an investment advisory firm based in Atlanta, Georgia, with over 50 investment adviser representatives. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals and businesses. Strategic Blueprint, LLC manages over $2 billion in assets for a diverse clientele including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. The firm also participates in wrap fee programs.
Strategic Blueprint, LLC

2200 CENTURY PARKWAY

ATLANTA, GA 30345

$2.17B

Assets Under Management

92

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Family office fees, endorsements

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Matthew Goodwin’s Registration & Firm History

GA

07/19/2022 - Present

Strategic Blueprint, LLC (Grayson GA)

GA

12/02/2015 - 07/27/2022

PEACHCAP SECURITIES, INC. (ATLANTA GA)

GA

06/05/2006 - 12/07/2015

MML INVESTORS SERVICES, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 12/16/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Daniel Goodwin.
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