• REDEFINING WEALTH MANAGEMENT

Financial Planning as It Should Be

Before Elwood & Goetz opened its first office in Athens, Georgia, there were no fee-only 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 obligations to outside shareholders — 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 very best work for them, and to always put their interests first.  

It was most important to us that we built a firm that would make a real difference in our clients' lives. We believed we'd earn success if we stayed true to our core principles.

It worked. As of 2022, we serve over 500 households across more than 35 states, with a 99% client retention rate.

Although we've grown, our promise and our principles have not changed. Managing your financial life is a responsibility we take seriously and cherish deeply. As we work with you to achieve your lifelong goals, we're pursuing ours.