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:
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.
At Elwood & Goetz, we work in an ensemble model, collaborating in teams to serve our clients. Unlike traditional wealth management firms, our clients aren’t assigned just one advisor. They’re assigned a team of advisors to help them navigate their financial life.
The Senior Financial Planner position is crucial to our planning team success and essential in helping us maintain effective and responsive client service. This position reports to the firm’s equity partners and managing directors.
Our planning teams typically consist of a managing director, senior financial planner, and associate financial planner. Teams work directly with households and businesses to design, deliver, and implement comprehensive financial plans.
Specifically, this position will be responsible for: