• Our History

Building A
Client-First Legacy

We started with just one client in 2006. Our only advertising? Doing a great job for them and every client who came after.  

Before we did anything else, we sought to build a business we would be proud of—a business that would make a difference in our clients' lives. We believed that profitability would come naturally if we stuck to these principles.

It worked. In the years since, we’ve grown and thrived. We now serve clients from three office locations: Atlanta, Athens, and Charleston. And we credit that success to keeping our priorities straight and our hearts humble. That’s still who we are today. It's a responsibility we take seriously: managing your financial life. We invest in you, and you invest in us. We’re stronger because we work together.

GET STARTED
A collage of financial advisors from Athens, Atlanta, and Charleston
Who We Are

Our Team

The Elwood & Goetz team is among the most credentialed in the country. Our planners all hold university degrees specifically in financial planning, finance, or accounting, and we have university professors on our team who have published research and authored books in the field of financial planning. We’re here to help you reach your goals—it’s what we do.

Partners
Financial Planners
Senior Financial Consultants
Operations Team
Group of financial advisors from Elwood & Goetz, image
  • Careers

Work With Us

Elwood & Goetz is always looking for exceptionally talented, positive, and team-oriented financial planning professionals at our offices in Atlanta, Athens, and Charleston.

Career Opportunities