A collage of photos featuring financial advisors from the Elwood & Goetz team
Giving Back

Our Impact

We’ve always known that people are crucial for a business to thrive. 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.

Advancing Our Communities

Organizations We Support

We partner with reputable organizations getting involved in the community. Here are just a few that we work with.

Advancing Our Profession

Education, Research, and Innovation

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
A photo of Swarn Chatterjee, Ph.D., faculty from University of Georgia and investment committee member at Elwood & Goetz

Board Service

E&G employees are proud to donate their time by serving on local and national boards, including:

The Ark: United Ministry Outreach Center
Association of African American Financial Advisors
College of Family and Consumer Sciences Alumni Association
National Association of Personal Financial Advisors, Genesis Committee
UGA Financial Planning Advisory Board
Athens Area Habitat for Humanity
A photo of Melanie Robertson, associate financial planner at Elwood & Goetz
  • Advancing Our Workplace

Working at Elwood & Goetz

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.

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Team Benefits

Community Service

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.

Continuing Education

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.

Employer Paid Health Insurance

E&G pays the full premium amount for employee health insurance.

Employer Sponsored 401(k) Plan
and HSA

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.