Elwood & Goetz
Financial Planning + Investments

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The past. It’s complicated. To learn the lessons without letting it dictate the future. To honor the memory while also staying present. We’ve started our own wall of history + can’t wait to see how it evolves. Where are you headed? #financialplanning #thegreenhouse #detailsmatter
When someone famous randomly shows up at your office and you have a stack of his books in the back room ready for signatures. Note to clients: all you have to do is have a baby to get one. 😉 #financialplanning #thegreenhouse @sweaneyanne
We love living vicariously through our clients. Where to next? 💚 #postcards #thegreenhouse #financialplanning
The last moments of a 12-year chapter, materialized. I made the curtains myself. Spent weeks picking out just the right desk. And it all boils down to a box with a desk lamp + screw driver. We’ll all miss this place and the memories we lived. But it’s time. It’s time fo let go + move forward. We’ll see you at #thegreenhouse. #financialplanning
To say it’s been a long time coming, might just be the understatement of the century. The final touches are in the works + we can’t wait for you to visit us in our new space! Stay tuned... #financialplanning #officespace
We get it. Not everyone loves #financialplanning as much as we do. So we do our best to make your experience one to look forward to. We think this cappuccino machine (and maybe a freshly baked scone) will do the trick. Come see us + stay a while. #gaggia #cappucino
Wise words from a wise woman on the fiduciary rule: “...what must change is the culture and the habits in the financial industry. Habits don’t change in one day. It takes time.” #wallstreetjournal #tamarfrankel #financialplanning
Our eyes were heavy, and our heads were hanging a little low today, but E+G is incredibly proud of our beloved Dawgs! Celebrating an unforgettable season with red and black sprinkle donuts. Go Dawgs! #godawgs #ugafootball #uga
We’ll probably stick with financial plannig. But it sure was fun to play models for the evening. Thanks @ath_ica for hosting the #cranialofferings event. We’re super excited for our NEW art piece for our soon-to-be NEW office space. #financialplanning
We count on her for so many things. She’s a rock. Our constant. We’re thrilled to have her on our team + we know you’re thrilled to have her on yours too. This afternoon’s birthday celebration was rounded out with homemade strawberry cake by @bijacobs. Happy birthday, @ayshababb ! We can’t wait to see what this trip around the sun holds for you. 💚
True. In the markets + in life. #financialplanning
Our standards are high + expectations even higher. Which is exactly the reason Molly is the perfect fit for our growing team. She is the crème de la crème. The best of the best. She graduated at the top of her class, has an amazing eye for detail, a quick wit, and the sweetest spirit. We couldn't be luckier to have found her + know you'll feel exactly the same way. #financialplanning #cremedelacreme
It's been 11 years, and we've never closed the office early. But this was a landmark day. The kind of day that makes you sad while at the same time happy. We've known. It's been coming for quite a while, but we've avoided saying the words out loud. We wish @liv_newsome all the happiness in the world as she starts her new journey. And we'll miss her. More than she'll ever know. And there will always be a place for her at E+G. Always. #financialplanning
Our day was chock-full of charts + numbers until the postman came with this greeting. What a wonderful reminder of the real value + focus of our work. We love helping clients live their FULLEST lives. Plan on team. Plan on. #financialplanning
She's the founder of E+G social nights. Our go-to travel expert. A Jimmy Buffett enthusiast. And a rockin' financial planner. We all aspire to achieve her balance of working hard + playing equally hard. Simply put our lives are all so much richer because she's a part of them. Happy birthday @alden_mergenthal ! We hope your day (+ year) exceed all of your wildest dreams! ♥️ #financialplanning #happybirthday
Celebrating 50 years of the Athens-Clarke Heritage Foundation with two of our very favorite people. You can hang out with them too anytime @rooknpawn. Cheers to @heirloomathens for their dinner-through-the-decades. Job well done y'all! #financialplanning #yummy
If you've ever dropped by to see us on a Friday during lunch, you've likely been greeted by our out-to-lunch door sign. Friday's are team lunch day at E+G, and it's one of our very favorite traditions. It's a time to tie up loose ends and prepare for the week ahead. A time to reflect on our work and our value. But more than that, it's a time for us to connect with each other outside of our normal office routine. It's our philosophy that a strong team is a great team, and, so far, it's served us pretty well. #financialplanning #teamwork
Congratulations to Joe + Lance on their packed session at this year's Spring #NAPFA conference. Sharing our expertise with other financial planners allows us to extend our reach + impact on the world beyond our team's internal capacity. We believe financial planning is a helping profession + the world would simply be a better place if everyone shared this perspective. #financialplanning #sharingiscaring
E&G represented this week at the annual Financial Planning Association (FPA) Retreat conference. Kudos to Caleb for a session well presented. We're back in the office today + ready to go with lots of inspiration. #financialplanning #fparetreat
Wealth isn't always about money. The first step in finding wealth is defining it, knowing that the definition is different for almost everyone. Our job is to help you do this. What's your wealth? #financialplanning #wealth
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