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Elwood & Goetz Wealth Advisory
- Financial Services
- Athens, GA
About this business
We are one of the rare, truly independent financial planning firms in the country, and the only firm in the greater Athens area offering investment management and comprehensive financial planning services from a team of CERTIFIED FINANCIAL PLANNER™ professionals and Certified Retirement Counselors within a fee-only compensation model (i.e., no commissions). As fiduciaries to our clients, we provide an innovative and progressive model for personalized financial planning and wealth management. Our mission is to optimize ... read more
Location details
565 Research Dr, Athens, GA, 30605, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My wife and I have worked with Elwood and Goetz for over 17 years. We have had nothing but positive experiences with everyone we have worked with there. The team's management of our portfolio got us through the recession with minimal damage. They keep their eyes on trends and modify investment strategies and keep us informed. Over the years E&G has grown, but they have continued to give us personalized assistance as our family's needs change. We appreciate that they never push any particular product or service and always giv... read more
I was very happy with my experience with the Elwood & Goetz team! Everyone is super helpful, they got me scheduled for a consultation asap. The team took their time to go over my options and helped point me in the right direction. Sam Bahde was especially helpful and informed about mortgages and the home buying process, he was very pleasant and detailed. I look forward to working more with this knowledgeable team in the future.
I had a great experience with the Elwood & Goetz team. They truly took the time to understand my goals and provided thoughtful, personalized advice. Their guidance was clear and practical, and I felt genuinely supported throughout the process. I highly recommend them!
Joe, Lindsey, Alden and the entire Elwood & Goetz team are exceptional! Our family has been with E&G since 2009 and we could not be happier. They are professional, responsive, intuitive and involved in almost every financial decision we make. E&G tailors your portfolio to your specific goals and risk profile. We have experienced steady growth with relatively less risk. They have helped us make important decisions regarding life insurance, home business, and auto loans, and diverse investment opportunities. You will not f... read more
My family has been a client of Elwood & Goetz since 2018 and have been well taken care of ever since. We have communicated with many of the team members at the firm throughout the years, and we always feel like our questions are answered and needs met. Lindsay and Joe do an excellent job hiring amazingly-talented people, and we look forward to many more years of successful partnership!
Frequently asked questions about Elwood & Goetz Wealth Advisory
How is Elwood & Goetz Wealth Advisory rated?
Elwood & Goetz Wealth Advisory has a 5 star rating with 25 reviews.
When is Elwood & Goetz Wealth Advisory open?
Elwood & Goetz Wealth Advisory is closed now. It will open tomorrow at 9:00 a.m.
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