Elwood & Goetz Wealth Advisory Group, an independent fee-only financial planning firm based in Athens, Georgia, has been named one of the country’s Best Places to Work for Financial Advisors 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.
“Our employees are our most important business investment,” Elwood & Goetz Founding Partner and CEO Lindsay Elwood said. “Over the past year, we refocused on discovering and living out our mission, vision, and values as fee-only financial planners. Those efforts have led to greater employee engagement, better workplace benefits, and a stronger team — all rowing in the same direction to help each other, our clients, and our communities.”
“It is an incredible honor and meaningful affirmation to be named one of America's Best Places to Work for Financial Advisors for the second year in a row,” Elwood said. “We’re proud of everyone on our team for helping build a vibrant, welcoming, and celebratory workplace at E&G.”
Elwood & Goetz offers some of the most compelling and competitive team benefits in the financial planning profession, including:
- 100% employer-funded health insurance, dental insurance, vision insurance, and group disability insurance
- Employer-sponsored 401(k) with employer match
- Paid time off for personal time, sick time, holidays, and parental leave
- Paid sabbatical for every five years of service
- Flex time and work schedules
- Year-round early weekend kickoff (early closing on Fridays)
- Paid time off dedicated to community service and continuing education
- Charitable contributions to organizations employees volunteer with
- Funding for continuing education conferences and professional designations
Beyond the direct employee benefits, leading financial planning professionals choose to work at E&G because of its client-first approach and collaborative team model. Because Elwood & Goetz is an independent, fee-only firm, its planners have the opportunity to truly focus on what’s best for their clients. This allows them to build meaningful and deep relationships with their clients and deliver unbiased and personalized financial advice, instead of pushing unnecessary products or chasing leads to build their own book of business.
Among financial planning firms with 15-29 employees, Elwood & Goetz jumped 21 spots in the Best Places to Work rankings year-over-year, catapulting from #38 in its inaugural appearance in 2022 to #17 in 2023.
InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.
To learn more about the InvestmentNews 2023 75 Best Places to Work for Financial Advisers, please go to https://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 households and businesses. Recognized as having one of the most experienced and educated advisory teams in the country, E&G serves more than 500 families in over 35 states, manages more than $600 million in assets, and has earned an 99% annual client retention rate. Elwood & Goetz is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. Learn more at www.elwoodgoetz.com.
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, Chief of Staff
Elwood & Goetz Wealth Advisory Group