Elwood & Goetz Wealth Advisory Group, LLC

Our team consists of talented, educated, and conscientious individuals who, every day, work to optimize the goal attainment + financial life plans of our clients. As fiduciaries to our clients, we provide an innovative and progressive model for personalized financial planning and wealth management.

Having three tenured faculty members of the financial planning program at The University of Georgia as members of our professional team, we have a natural knowledge-base and skill-set in working with university faculty, staff, and administrators. 

Our team also specializes in retirement income distribution planning and helping individuals and couples successfully plan for, and transition into, retirement. Our investment management services are provided within the framework of sophisticated tax planning and ongoing academic research.

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Advisors at this Office

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This Office

687 S Milledge Ave Athens, GA 30605-1250 Phone: (706) 548-1025 Fax: (866) 838-7986

Primary Office

687 S Milledge Ave Athens, GA 30605-1250 Phone: (706) 548-1025 Fax: (866) 838-7986

Other Offices

170 Meeting St Charleston, SC 29401-3153 Phone: (843) 823-5171