Elwood & Goetz Wealth Advisory Group, LLC

Elwood & Goetz Wealth Advisory Group is an independent fee-only financial planning and investment management firm with offices in Atlanta; Athens, Georgia; Charleston, South Carolina; and Naples, Florida. Helping clients navigate their financial future is a responsibility we take seriously. And it’s an opportunity we cherish deeply.

As a fee-only firm and legal fiduciary, we are solely devoted to our clients’ success. That means our clients will always get objective, unbiased, and evidence-based financial advice centered around their best interests.

Elwood & Goetz specializes in personalized and comprehensive financial planning, retirement planning, investment management, and tax planning to help clients organize, grow, and protect their assets through life’s transitions. We do all the heavy lifting and day-to-day optimizations to manage your financial life — so you don’t have to.

With one of the most educated, trusted, and credentialed advisory teams in the country, we prioritize quality, effective, and responsive client service. We started with just one client and the promise to show up every day to deliver our very best work. And even as we’ve grown, we’ve held closely to this mission.

We are grateful to now serve more than 450 families across 35 states, and we’re proud to have an annual client retention rate above 99%.

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

490 Brasfield Sq SE Atlanta, GA 30316-6813 Phone: (678) 387-3667

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