Fee Only Financial Planner | Athens, Georgia | Independent Investment Advisor

Fiduciary Oath

Elwood & Goetz is a fee-only, independent, registered investment advisor. Unfortunately, not all financial planners are held to the same legal and ethical standards. We at E&G Wealth Advisory Group have the legal obligation to act as your investment fiduciary and to always recommend what is in your best interest. Read More...

Our Difference

We understand it is difficult to compare the services and qualifications of different financial planners and investment firms. For this reason we have provided a consolidated list of our most unique attributes that we believe set us apart from the rest (e.g., NAPFA, Fee Only, Independent, Comprehensive Wealth Management, University Degrees in Financial Planning, Holistic Process, etc.). Read More...

Service Commitment

Our model of service is recognized across the country as exemplary. Simply put, we strive to provide our clients with an old-fashioned kind of client service, a level of service that is a rare commodity in business today. Read More...

Should I be working with a financial planner?

In this increasingly complex economic world where tax laws, economic conditions, and the overall financial landscape change so often and so fast, it is advantageous for practically every person to work with an independent, fee-only financial planner and investment advisor. Read More...

Our Story

We are one of the rare, truly independent financial planning firms in the country, and the only firm in the greater Athens area offering investment management and comprehensive financial planning services from a team of CERTIFIED FINANCIAL PLANNER™ professionals and Certified Retirement Counselors within a fee-only compensation model (i.e., no commissions).

As fiduciaries to our clients, we provide an innovative and progressive model for personalized financial planning and wealth management. Our mission is to optimize the goal attainment and financial life plans of our clients. We believe our 100% client retention rate speaks for itself.