Brittany Goodwillie
CFP®
Autumn Financial Advisors, LLC
Financial Advisor and Co-Founder
Brittany Goodwillie
CFP®
Autumn Financial Advisors, LLC
Financial Advisor and Co-Founder
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brittany Goodwillie, CFP®
Fee-Only financial planner located in Plymouth, MI, serving clients locally and across the country
Brittany Goodwillie is a Plymouth, MI fee-only financial planner. Autumn Financial Advisors, LLC provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brittany Goodwillie is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Brittany Goodwillie earned her Bachelor's Degree in Business Management, magna cum laude, from Grove City College, a Christian college in Pennsylvania.
Before starting Autumn Financial Advisors, LLC, Brittany first worked at a firm specializing in advising physicians and soon realized her passion for financial planning. She then worked for several years at a fee-only firm called Buttonwood Financial Advisors in Baltimore, Maryland. As a Financial Planner there, she learned the importance of comprehensive financial planning and earned her CERTIFIED FINANCIAL PLANNER™ designation.
As the Financial Advisor at Autumn Financial Advisors, LLC, Brittany works directly with clients to formulate and implement advice based on their unique financial situations. She helps clients to organize their finances and educate them to make the best decisions for them. She works to find opportunities for clients to save money by making better use of their workplace benefit plans and reducing tax exposure. She helps families to understand how to meet their financial goals.
Brittany Goodwillie is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
The team at Autumn Financial Advisors, LLC, will take the time to explain your finances and empower you to make the best decisions with your money. They have both a dedicated CFP® professional and CFA® charterholder on their team and will work directly with you. The team is passionate about simplifying your life and helping you to navigate the financial complexities during life's many transitions. Their process includes developing a financial plan and then determining an investment strategy that helps you to meet your goals. They will educate you on your plan recommendations and their investment management approach and work with you to implement action items and adjust your plan with life's many changes. Visit their website or give them a call now at (248) 716-8307 to see if Autumn Financial Advisors, LLC is the right fit for you.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brittany Goodwillie is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Brittany Goodwillie is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Brittany Goodwillie is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Brittany Goodwillie
Office Locations:
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705 S Main Street
Suite 101J
Plymouth, MI 48170
