Maximize your financial well-being while spending less time thinking about money. With personalized service and unbiased advice, we'll help you grow, protect, and enjoy your wealth.
When it comes to financial planning, you deserve a trusted team that is honest, objective, and always willing to put your interests ahead of their own.
As independent and fee-only financial advisors, we are solely devoted to, and driven by, your success. And our fiduciary oath ensures we'll always act in your best interest.
Helping you navigate your financial future is a responsibility we take seriously. And it’s an opportunity we cherish deeply.
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 get objective advice every time. Plus, our 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 financial advisors hold degrees specifically in financial planning, and several of them hold the most prestigious credentials in the 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 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 components of your life are connected to your financial well-being, 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 advisors, 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.
To maximize the value of our comprehensive process, we are best suited to serve individuals and families with at least $1,000,000 in investable assets.
While always putting your best interests first, we offer unbiased advice and do all the heavy lifting to manage your financial life — so you don’t have to.
Our financial 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 Our Advisors
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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. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Registration of an investment adviser does not imply a certain level of skill or training. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
