Financial Planning + Investments

Lindsay Elwood, CFP®

Visuelle Photography-Lindsay Elwood-DSC_4856.jpg

Lindsay Elwood, CFP®

MANAGING PARTNER

Lindsay oversees all operations of the firm, and especially enjoys creating new firm efficiencies utilizing technology advancements. She has extensive experience and expertise in tax-efficient investment/portfolio management as well as in financial planning strategies relating to business owners, women, and university faculty/administrators. 

Considering only 23% of Certified Financial Planner™ professionals are women, Lindsay is passionate about mentoring + encouraging young women entering the male-dominated industry, and is extremely proud of the diversified make-up of the E&G team.

Lindsay graduated with Honors from Texas Tech University, completing a degree in Personal Financial Planning (summa cum laude). Lindsay grew up in Wyoming, studied in Texas, lived abroad in Spain, and worked in Miami before settling in Athens, Georgia + founding Elwood & Goetz. Her interests outside of the office include all-things-technology, the art of organization, and historic preservation.

Activities. Affiliations. Accolades.

• Member, Financial Planning Association,
•Member, Financial Therapy Association,
•Member, National Association of Personal Financial Advisors

Contact Information

• (706) 548-1025
lindsay@elwoodgoetz.com

Education + Credentials

Texas Tech University
Bachelor of Science - Personal Financial Planning

CERTIFIED FINANCIAL PLANNER™ Professional

NAPFA-Registered Financial Advisor