Elwood & Goetz Wealth Advisory Group, an Athens-based fee-only financial planning firm, has been named one of the country’s Best Places to Work for Financial Advisers by InvestmentNews.
Elwood & Goetz was ranked among the top 75 wealth management firms in the U.S. based on employer and employee surveys focused on workplace culture, benefits, career paths, and more.
“As financial planners, helping people is in our company’s DNA,” Elwood & Goetz Founding Partner and CEO Lindsay Elwood said. “To us, that means people in our communities, people we serve, and — especially — the people who work on our team.”
“We truly believe our most important business investment is our employees,” Elwood said. “That’s why being named one of the Best Places to Work for Financial Advisers is so meaningful. It’s an affirmation of the work everyone on our team does to support, mentor, and care for each other — and to build a vibrant, diverse, and celebratory workplace.”
Elwood & Goetz offers some of the most compelling and competitive team benefits in the financial planning profession, including:
- Paid time off dedicated to volunteering and community service
- Charitable contributions to organizations employees volunteer with
- Funding and paid time off for continuing education accreditations and conferences
- 100% employer-funded health insurance, dental insurance, vision insurance, and group disability insurance
- Health savings account
- Employer-sponsored 401(k) with employer match
- Paid time off for personal time, sick time, holidays, and parental leave
- Flex time
- Year-round early weekend kickoff (early closing on Fridays)
- Generous year-end profit-sharing
InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.
“In a year that’s seen so much turmoil in the workplace – from mask mandates and canceled office reopenings to The Great Resignation – InvestmentNews is proud to spotlight those firms with a proven record of investing in their most valuable resource: their employees,” said Paul Curcio, executive editor of InvestmentNews. “We applaud this year’s finalists and wish them all the best in 2022.”
To learn more about the InvestmentNews 2022 75 Best Places to Work for Financial Advisers, please go to www.bestplacesforadvisers.com.
About Elwood & Goetz Wealth Advisory Group
Established in 2006, Elwood & Goetz Wealth Advisory Group is an independent, fee-only wealth management firm and legal fiduciary. With offices in Athens, Georgia; Atlanta; Charleston, South Carolina; and Naples, Florida, Elwood & Goetz provides comprehensive and personalized financial planning and investment management services for individuals, households, and businesses. Recognized as having one of the most experienced and educated advisory teams in the country, the firm serves more than 470 families in over 35 states, manages more than $550 million in assets, and has earned an annual client retention rate above 99%. Elwood & Goetz is a Registered Investment Adviser with the U.S. Securities and Exchange Commission.
InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it. The InvestmentNews headquarters are located in New York, with offices in Washington D.C. InvestmentNews is part of Bonhill Group.
Cody Nichelson, Communications Director
Elwood & Goetz Wealth Advisory Group