At Elwood & Goetz, our financial advice is always centered around you. That’s what sets us apart—a steadfast commitment and fiduciary responsibility to keep your best interests at the heart of everything we do.
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As an independent wealth management firm and legal fiduciary, we are solely devoted to, and driven by, your success. Helping you navigate your financial future is a responsibility we take seriously. And it’s an opportunity we cherish deeply.
With offices in Atlanta, Athens, and Charleston, Elwood & Goetz is one of the most highly educated, experienced, and trusted wealth management firms in the country. We started with just one client and the promise to show up every day to deliver our very best work. And even as we’ve grown, we’ve held closely to this mission.
According to the Wall Street Journal, only 2% of financial planning firms are legally required to always make optimal recommendations for their clients. We are among those 2%—by our choice and by our values.
We believe in the importance of our fiduciary duty, and we’ll never accept commissions, kickbacks, or third-party fees for recommending or selling investment and insurance products.
That means you'll always get objective advice every time. Plus, our 100% fee-only structure helps ensure that our success is measured only by yours.
We’re a 100% independent and employee-owned financial planning firm. That means we are not beholden to any one investment company. We invest our clients' financial assets in the best mutual funds and exchange traded funds in the world.
Our strategies are research- and evidence-based, and we strive for long-term rates of return that will help you meet your goals while minimizing risk. In addition, our boutique structure allows us to react quickly and tailor our recommendations for each client.
Our advisors have earned degrees specifically in financial planning, and several of them hold the most prestigious credentials in the investment and financial planning profession, including Ph.D., CFP® and CDFA®. Our team also includes distinguished university professors who have published more than 200 articles and authored multiple books on the financial planning.
And we never stop striving to learn for the benefit of our clients. We actively conduct research, dive deeply into the latest academic journals, and attend leading continuing education conferences around the country.
All the financial components of your life are connected, so we address them all—from retirement to tax planning and everything in between.
We don't believe in cookie-cutter approaches to wealth management. We focus on the details that are important to you and build financial plans personalized for your needs and situation.
It’s a comprehensive approach to wealth management, and as a fee-only firm, we measure our success by your success.
Financial planning isn’t a short-term process. That's why we foster honest, life-long relationships with our clients. You should always be able to count on your financial planning team, both today and decades from now.
Our mission is to provide personalized, responsive service. It’s a large part of how we’ve maintained our reputation as one of the country's top wealth management firms — and a 99% client retention rate.
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Our planners and investment managers are among the most experienced, educated, and credentialed in the country. That means you’re in good hands for the long-haul.
Meet The Team
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Elwood & Goetz is a Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.
