At Elwood & Goetz, our financial advice is always centered around you. That's what sets us apart-a steadfast commitment and fiduciary responsibility to keep your best interests at the heart of everything we do. As an independent wealth management firm and legal fiduciary, we are solely devoted to, and driven by, your success.
Helping you navigate your financial future is a responsibility we take seriously. And it's an opportunity we cherish deeply. With offices in Atlanta, Athens, and Charleston, Elwood & Goetz is one of the most highly educated and trusted wealth management firms in the country. We started with just one client and the promise to show up every day to deliver our very best work.
Helping you navigate your financial future is a responsibility we take seriously. And it's an opportunity we cherish deeply. With offices in Atlanta, Athens, and Charleston, Elwood & Goetz is one of the most highly educated and trusted wealth management firms in the country. We started with just one client and the promise to show up every day to deliver our very best work.
Services
We started with just one client in 2006. Our only advertising? Doing a great job for them and every client who came after. Before we did anything else, we sought to build a business we would be proud of-a business that would make a difference in our clients' lives. We believed that profitability would come naturally if we stuck to these principles.
It's never too late (or early) to think about your future. Whether you're optimizing your taxes or planning for retirement, our experienced team is here to offer comprehensive solutions every step of the way. Construct an investment plan based on your unique situation that maximizes the probability of meeting your goals.
Elwood & Goetz is always looking for talented, committed and self-driven financial planning professionals. See available opportunities at our offices in Atlanta, Athens, and Charleston, and apply today.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Elwood & Goetz is a Registered Investment Adviser.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Elwood & Goetz is a Registered Investment Adviser.
We've always known that people are crucial for a business to thrive. That means people who work with us, people in our communities, and people across the financial planning profession. And since helping people is in our company's DNA, we continuously look for ways to invest in all of them. We are committed to moving our profession forward.
We believe financial planning is a personal and lifelong process, not a one-time event. Our advisory team is here to help you plan for and reach future goals while also living more fully in the present. Our plans are tailored to you and your unique situation. That's why we make sure you're actively involved in the planning process and follow a careful set of steps along the way.
Reviews (1)
A. V.
Nov 17, 2019
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Alden and the E&G team have been such an amazing addition to our financial life planning! Before Alden, it was just me & my spouse trying to figure everything out on our own and trying not make a major financial mistake. It was such a relief to turn over everything to Alden and her team to manage. Since we are young and still establishing ourselves financially, she and the team were able to get us started in the right direction. We chose Alden and the E&G team because of their focus on acting as a fiduciary in our best interest so we feel confident they are always working for us. The team is always