FEE-ONLY FINANCIAL ADVISORS

Let’s build the future that matters most to you.

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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Lindsay Elwood and Dr. Joe Goetz, founding partners of Elwood & Goetz, image
  • OUR PROMISE

Independent. Fee-Only. Client-First.

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 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.

Our Approach

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 financial planning firm, which means we are not loyal to any one investment company. We invest our clients' money 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 allow you to 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 university professors who have published more than 200 articles and authored multiple books in the financial planning profession.

‍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.

It’s a comprehensive approach to wealth management, and we measure our success by your success.

Financial planning isn’t a short-term process. That's why we foster life-long relationships with our clients. You should always be able to count on your financial planning team, both now and decades from now.

Our mission is to provide personalized, responsive service. It’s a large part of how we’ve maintained our client-centered reputation as one of the region’s top wealth management firms.

Alden Shmerling, Certified Financial Planner in Atlanta and partner at Elwood & Goetz, image
  • THERE AT EVERY TURN

Who We Serve

450+

Families Served

99%

Client Retention Rate*

35

States Served
*Updated Annually for year 2020
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Professors & Professionals

We’ll help you build a strong financial foundation. When it comes to managing your finances, we do the heavy lifting, so you can focus on your career and the people who matter most to you.

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Entrepreneurs & Business Owners

Our team’s unique experience and skillset positions us to create financial plans that show the whole picture. From establishing 401(k) plans and developing business exit strategies to building personal retirement and tax plans, we have you covered.

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Financially Independent and Retirees

You’ve worked hard to get where you are. Now is the time to focus on what’s most important to you. We’ll help optimize your tax strategies, investment portfolio, and income distribution plan while you pursue your grandest dreams.

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Social Impact Investors

We have access to a variety of tools and options that will help align your investments with your values, considering both your financial returns and the greater social good. Clients interested in this area benefit from our extensive expertise in ESG Investing.

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  • Our Team

Your Trusted Financial Advisors

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