CAREERS

Elwood & Goetz is a fast-growing, fee-only, independent financial planning firm with offices in Athens, Atlanta, Charleston, and Naples. As fiduciaries to our clients, we provide comprehensive, personalized, and objective wealth management for individuals, families, and businesses. We believe that financial planning is first and foremost a helping profession.

Recognized as having one of the most educated and credentialed advisory teams in the country, we serve more than 500 families in over 35 states and have earned an annual client retention rate above 97%.

In 2023, Elwood & Goetz was named one of America’s Best Places to Work for Financial Advisers by InvestmentNews for the second consecutive year.

Elwood & Goetz is a Registered Investment Adviser with the U.S. Securities and Exchange Commission and an equal opportunity employer.

As a fee-only financial planning team and fiduciary, our mission is to guide clients to financial fulfillment by finding balance between living their best lives today and reaching their goals for tomorrow.

To be the exemplary financial planning firm in the country renowned for our integrity, sophistication, and generosity.

To achieve our mission and vision, we will:

• Rebuild credibility in the financial services industry and redefine financial planning as an honest, trusted, and transparent profession.
• Identify and eliminate financial stress, confusion, and burden for our clients.
• Share advice and education that is both unbiased and optimal, always rooted in evidence, experience, and the client’s best interest.
• Develop the best team of caring, competent, honest, and effective financial planners committed to our core values, independence, fee-only structure, and client-first approach.

• Use good judgment and do the right thing.
• Be accountable. Share credit and shoulder responsibility.
• Communicate authentically and transparently.
• Act in good faith — with positive intent and alacrity.

• Foster curiosity.
• Pursue lifelong learning and growth.
• Avoid shortcuts that compromise value. Put in the time and focus on the details.
• Exceed expectations and deliver exceptional experiences.

• Treat people with kindness, dignity, and compassion.
• Be passionate about helping our clients, our colleagues, and our communities.
• Build relationships rooted in mutual trust and respect.
• Encourage gratitude and appreciation.

Our employees are our greatest strength. At Elwood & Goetz, we are committed to an equitable and inclusive culture where every employee feels comfortable bringing their true and authentic selves to work. We welcome, celebrate, and seek out diversity of backgrounds, beliefs, and experiences. We know that through our differences, we bring unique perspectives, ideas, and principles that make our team — and our clients — better.