• Redefining Wealth Management

Financial Planning as It Should Be

Before Elwood & Goetz opened its first office in Athens, Georgia, there were no fee-only wealth management firms in the area.

Founding partners Lindsay Elwood and Joe Goetz were faced with a choice: join a firm operating in the typical way — filled with commissions and kickbacks — or forge a better way. They choose the better way.

We opened our doors with one client and a promise: to show up every day, deliver our best work for them, and always put their interests first.  

Today, we're honored to serve over 500 families across more than 33 states,

Our promise and our values have not changed. We remain committed to transparent, client-first service and comprehensive financial planning — as it should be.

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Who We Are

E&G Team

The Elwood & Goetz financial planning team is among the most educated and credentialed in the country.


Financial Planning & Operations Teams

Financial Planning & Investment Specialists
  • Careers

Join Our Team

We're always looking for talented, positive, and committed financial planners to join our team in Atlanta, Athens, Charleston, and Naples.

Career Opportunities