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Elwood & Goetz

Goetz quoted in Bankrate article on Reverse Mortgages

11.24.2014

"I wish I would give you one best practice that's optimal for every family, but it's more complex than that," says Joseph Goetz. Read More...

Fiduciary Oath

Elwood & Goetz is a fee-only, independent, registered investment advisor. Unfortunately, not all financial planners are held to the same legal and ethical standards. We at E&G Wealth Advisory Group have the legal obligation to act as your investment fiduciary and to always recommend what is in your best interest. Read More...

Service Commitment

Our model of service is recognized across the country as exemplary. Simply put, we strive to provide our clients with an old-fashioned kind of client service, a level of service that is a rare commodity in business today. Read More...

Goetz honored for pro-bono work

Joseph Goetz receives award for his pro-bono work from the Financial Planning Magazine and the Foundation for Financial Planning. Read More...

Our Story

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 financial planning services from a team of CERTIFIED FINANCIAL PLANNERâ„¢ professionals and CERTIFIED RETIREMENT COUNSELORSâ„¢ 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 the goal attainment and financial life plans of our clients.

Our client relationships are life-long, characterized by unparalleled personal attention and customer service. We believe it is due to this personalized attention as well as our successful investment management that we have over a 99% client retention rate.