People are at the heart of everything we do. That means people who work with us, people in our communities, and people across the financial planning profession. And since helping people is in our company’s DNA, we continuously look for ways to invest in all of them.
We partner with nonprofit, educational, and civic organizations in our community, primarily focusing on assistance for basic human needs, advancing financial literacy, combating intergenerational poverty, and supporting the next generation of financial planners.
We are committed to moving our profession forward. Our advisors conduct research, author books, serve professional organizations, teach collegiate courses, present at national conferences, and more. Financial planning is our passion, and by investing in it, we’re investing in our clients, too.
We’re not your typical financial advisors. Our team has contributed to more 200 financial planning publications. We believe in supporting the science of investing, evidence-based financial planning, and the development of financial planning as a true helping profession. Some of the journals where we regularly publish include:
Journal of Financial Counseling and PlanningFinancial Planning ReviewJournal of Personal FinanceJournal of Financial TherapyFinancial Services Review
Our team members are proud to donate thier time by serving on local and national boards, including:
Our most important business investment is our people, which is why we dedicate great time and effort to support, mentor, and care for our colleagues. We strive every day to build and maintain a vibrant, diverse, and supportive culture.
Career Opportunities
E&G is rooted in the communities we call home. Each employee receives paid time off each year dedicated to volunteering. E&G also donates to charities where employees serve.
We believe that one should never stop learning. All team members receive funds and paid time off each year to attend continuing education conferences around the country.
E&G pays the full premium amount for employee health insurance.
We want E&G employees to be set up for a secure future. That’s why we offer a matched 401(k) plan and Health Savings Account – both with (obviously) great investment options.
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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.
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.
