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.
We partner with reputable organizations getting involved in the community. Here are just a few that we work with.
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
E&G employees are proud to donate their 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.
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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.
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 and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.
