Network·Family Office

Elwood & Goetz

Unclaimed

📍 ATHENS, GA

Family Office
www.elwoodgoetz.com

SEC CRD #801-109935

About

Elwood Goetz Wealth Advisory Services Impact Blog Login Get Started Services Impact Blog Login Get Started Fee-Only Financial PLANNERS Build the future that matters most to you. Work with the most experienced team of fee-only financial advisors in Athens, GA. Experience the benefits of customized and comprehensive financial planning advice from an unparalleled team of financial planners . Offices in Athens and Atlanta; satellite offices in Charleston and Naples - serving families nationwide. ‍ Get Started OUR PROMISE Wealth Management Focused on You As legal fiduciaries, our advisors are unwavering in their dedication to placing our clients best interests at the forefront of every decision. ‍ We see helping you navigate your financial future as a privilege. It’s an opportunity we cherish deeply. Whether you re already in retirement or a young professional just starting out, we have an unparalleled team of experts dedicated to you. ‍ We have our roots in Athens - home of The University of Georgia (UGA) - where we are the oldest fee-only financial planning firm. Now with an office in Atlanta (GA), and satellite offices Charleston (SC), and Naples (FL), we serve clients nationwide. Our high success stems from our unique service offering from an exceptional team of Distinguished Professors and CERTIFIED FINANCIAL PLANNER ® professionals. We value diversity of thought and have made this a priority in building our team over almost two decades. Our experienced advisors, having honed

Key Contact

LE

LINDSAY ELWOOD

MEMBER, CCO

📞 (706) 548-1025

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Geographic Focus

gaunited statessouthwestsoutheast

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AUM

$1.1B

Location

ATHENS, GA

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