Justin Goodbread

Justin A. Goodbread, CFP®, CEPA®, CVGA®, owner of Heritage Investors and FinanciallySimple.com, is a nationally recognized financial planner, financial educator, wealth manager, author, speaker, and entrepreneur. Armed with 20+ years of experience starting, buying, selling, and owning businesses, Justin has dedicated his time helping fellow business owners increase and manage the value of their businesses and personal assets so that they can live the life of their dreams now and in the future.

In 2016, Justin launched the FinanciallySimple.com enterprise – a financial blog, podcast, video, and education portal – to demystify financial concepts for small business owners. Through Financially Simple, Justin uses his skills to guide business owners through business sales, mergers, or buy-outs, ultimately preparing them for the next chapters in their lives. His work in Financially Simple has catapulted Justin into the national press where he writes for Kiplinger, Forbes, and Investopedia and where his name appears in many national media venues and in a litany of written publications. His ability to make complex financial concepts “financially simple” has landed him Exit Planning Institute’s Exit Planner Leader of the Year and four time winner of Investopedia Top 100 Advisor. Justin also speaks regularly about business at national conventions, trade associations, business events, and seminars around the nation.

Learn more about Justin at https://financiallysimple.com/.

Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. For more information about Justin's credentials, please visit https://heritageinvestor.com/awards-certifications/