Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group Elwood & Goetz is a boutique wealth management firm. Achieving your dreams and ambitions is closely tied to setting financial goals.

As an independent, fee-only financial planning firm, we provide holistic financial planning services from an unparalleled team of financial advisors - as our clients' legal fiduciary 100% of the time. That’s why we offer customized plans that help you find and stay on the right path. Helping you navigate your financial future is a responsibility we take seriously. And it’s an opportunity we cheris

h deeply. With offices in Atlanta, Athens, and Charleston, Elwood & Goetz is one of the most highly educated and trusted financial planning firms in the country. 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.

Congratulations, Anne Sweaney! You truly epitomize the best of UGA.
02/04/2026

Congratulations, Anne Sweaney! You truly epitomize the best of UGA.

01/28/2026

IMPORTANT INFORMATION: Rock the Ark has officially been RESCHEDULED due to dangerous weather conditions. Please be advised the new date for Rock the Ark is WEDNESDAY, JAN 28TH, 2026. If you are a ticket holder- your tickets will be applicable to the new reschduled date. You do not need to re-purchase tickets. If you have not purchased tickets and would like to do so, click the button below. We are sorry for any inconvenience this change has caused, and if you have questions regarding your ticket purchase please contact the Georgia Theatre.
Visit athensark.org/rocktheark for more information

11/25/2025

Rock the Ark ft Wim Tapley and the Cannons supported by Karma Kat tickets are now available! Visit https://www.athensark.org/rocktheark! Support local music. Stop evictions.

As always - excited to support the wonderful work of the The Ark! Check out this event!
10/25/2025

As always - excited to support the wonderful work of the The Ark! Check out this event!

An absolutely wonderful organization that increases the financial stability and success of so many of our neighbors!
09/20/2025

An absolutely wonderful organization that increases the financial stability and success of so many of our neighbors!

Rock the Ark: presented by Elwood & Goetz Wealth Advisory Group coming soon… for more information about becoming a Rock the Ark sponsor shoot us an email at [email protected]

Having served nearly a decade as an Ark Board Member, our own Joe Goetz can personally attest to the profound impact thi...
08/12/2024

Having served nearly a decade as an Ark Board Member, our own Joe Goetz can personally attest to the profound impact this organization has on the Athens community. At Elwood & Goetz Wealth Advisory Group, we have spent almost two decades redefining financial planning as a 'helping profession,' committed to assisting every client who reaches out to us, regardless of income or asset level. This commitment extends to connecting our clients with the right community resources to support their needs.

We are here for our community struggling with finances, not only do we provide emergency financial assistance, we also provide budget counseling, financial literacy classes, & micro-loans! Give us a call or visit our website for more information!

This guy just wrote a book. He's a hard worker, a great thinker, and the kind of person we're proud to know. Congratulat...
07/18/2023

This guy just wrote a book.

He's a hard worker, a great thinker, and the kind of person we're proud to know. Congratulations on this accomplishment, Caleb. We're grateful to call you our colleague, but even more grateful to call you our friend.

Finding Your Path: The Roadmap from Student to Successful Financial Planner.

https://a.co/d/i15tcsE

🎉 We’re proud and grateful to be named as one of the nation's top 75 Best Places to Work for Financial Advisors for the ...
03/08/2023

🎉 We’re proud and grateful to be named as one of the nation's top 75 Best Places to Work for Financial Advisors for the second year in a row.

Elwood & Goetz Wealth Advisory Group, an independent fee-only financial planning firm based in Athens, Georgia, has been named one of the country’s Best Places to Work for Financial Advisors by InvestmentNews.

The  #1 barrier to hiring a financial planner is the perceived cost of financial advice.But what’s the cost of *not* hir...
01/18/2023

The #1 barrier to hiring a financial planner is the perceived cost of financial advice.

But what’s the cost of *not* hiring an advisor? In hard numbers, it’s 3%-5% of your lifetime returns (net of financial advisory fees).

But it’s also the value you place on your time and your peace of mind.

Honest financial planners and fiduciaries can help give you less stress, more time, and higher lifetime returns.

Happy New Year! 🎉A new year means new possibilities, and we are eager to see what 2023 will bring.As always, we are deep...
01/03/2023

Happy New Year! 🎉

A new year means new possibilities, and we are eager to see what 2023 will bring.

As always, we are deeply grateful to all of our clients and community partners for their ongoing support. We send you our best wishes for a safe, joyful, and meaningful new year.

Address

687 S Milledge Avenue
Athens, GA
30605

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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