Elwood & Goetz is a growing, fee-only, independent financial planning, and investment management firm located in Athens, Atlanta, and Charleston. As fiduciaries to our clients, we provide an innovative and progressive model for personalized financial planning and wealth management. Simply stated, our mission is to optimize the goal attainment and financial life plans of our clients.
The firm's culture is supportive with a family atmosphere in which we care for our employees. Some of our cultural norms include:
Each of our planning teams is made up of two people: a Senior Financial Planner (SFP) and a Financial Planner (FP). Our planning teams work directly with clients to design, deliver, and implement client financial plans.
More specifically, FPs can expect to: