Elwood & Goetz Wealth Advisory Group, LLC

As steadfast 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 independent, fee-only financial planning firm. Now with offices in Atlanta (GA), 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 Planners.  

We value diversity of thought and have made this a priority in building our team over almost two decades. Our distinguished advisors, having honed their expertise at industry giants such as Vanguard, Fidelity, TIAA-CREF, Merrill Lynch, and Goldman Sachs, have chosen to bring their wealth of knowledge to our firm.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Associates at this Office

Advisors at Other Firm Offices

Associates at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

656 Ellis Oak Ave, Suite 114 Charleston, SC 29412 Phone: (843) 483-8349

Primary Office

687 S Milledge Ave Athens, GA 30605-1250 Phone: (706) 548-1025

Other Offices

490 Brasfield Sq SE Atlanta, GA 30316-6813 Phone: (678) 387-3667
4850 Tamiami Trail North, Suite 301 Naples, FL 34103 Phone: (239) 291-5925
656 Ellis Oak Ave, Suite 114 Charleston, SC 29412 Phone: (843) 483-8349