Contact a Financial Advisor

We can't wait to meet you.

Come visit and share a cup of coffee (or two). We want to get to know you and help you live your life more fully.

Book a Discovery Call

Our Locations

Athens, Atlanta, Charleston, and Naples are the places we call home.

Beyond our four offices in the Southeast, we're proud to serve clients across the country. Today, we work with over 500 families from 35+ states.

Hand-drawn sketch of Elwood & Goetz Athens, Georgia, office

Athens, Georgia

  • 687 S Milledge Ave
    Athens, GA 30605
Hand-drawn sketch of Elwood & Goetz Atlanta, Georgia, office

Atlanta, Georgia

    • 490 Brasfield Square SE
      Atlanta, GA 30316
    Image of Charleston bridge

    Charleston, South Carolina

      • 656 Ellis Oak Ave, Suite 114
        Charleston, SC 29412
      • 75 Port City Landing, Suite 110
        Mt Pleasant, SC 29464
      Photo of Elwood & Goetz Naples, Florida, office

      Naples, Florida

        • 4850 Tamiami Trail N Suite 301
          Naples, FL 34103
        • Reach out
        Get in touch

        Ready to get started? Fill out the form below to connect with one of our financial advisors in Athens, Atlanta, Charleston, or Naples.

        To speak with someone now, call us at 706-548-1025.

        Thank you! Your submission has been received, and a member of our advisory team will be in touch soon.
        Oops! Something went wrong while submitting the form.
        Elwood & Goetz Wealth Advisory Group logo, image
        HomeAboutServicesImpactBlogFAQsCareersContact
        Stay up to date

        Sign up to receive personal finance insights, tips, and updates from our advisory team — delivered straight to your inbox.

        Thank you for subscribing to our newsletter! Please keep an eye on your inbox for a welcome message confirming your subscription.

        Oops! Something went wrong while submitting the form

        ADV Part 2A   |   ADV Part 3   |   Privacy Policy
        Elwood & Goetz is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Registration of an investment adviser does not imply a certain level of skill or training. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

        Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.