• 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 35 states, with a 99% client retention rate.

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