Elwood & Goetz Wealth Advisory Group
About
We are an established independent firm providing fee-only financial planning and investment management (i.e., NO commissions). We only work on the fiduciary starndard care, thus legally obligated to always recommend what's best for our clients. All advisors have university degrees in financial planning. Our truly independent firm is NAPFA-registered and SEC-registered and includes three UGA professors of financial planning.
Working as a team to help others reach their goals and to solve challenging puzzles in the most efficient ways possible - it's a dream job.
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Frequently asked questions
What is your typical process for working with a new customer?
We work with select clients from across 20 different states but primarily in Georgia. Three meetings to develop and implement initial financial plan.
What education and/or training do you have that relates to your work?
Ph.D. Financial Planning
Multiple professional certifications.
15+ years experience
Do you have a standard pricing system for your services? If so, please share the details here.
1% and less of Assets Under Management or hourly - whatever makes the most sense for the client.