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 30 states and multiple countries.
Our promise and our values have not changed. We remain committed to transparent, client-first service and comprehensive financial planning — as it should be.
.png)
Our team is comprised of experts educated at premier financial planning programs, including Texas Tech, Virigina Tech, and the University of Georgia. With extensive experience at other firms such as Vanguard, Fidelity, Merrill Lynch, TIAA, and Goldman Sachs, we bring a wealth of knowledge and expertise to guide you in achieving your financial goals through a more progressive, fiduciary model of wealth management.
We're always looking for committed financial planners who are passionate about helping others to join our team in Atlanta, Athens, Charleston, and Naples.
Career Opportunities
Sign up to receive personal finance insights, tips, and updates from our advisory team — delivered straight to your inbox.
.jpg)
.jpg)
.jpg)
.png)
.jpg)
