Elwood & Goetz
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Goetz quoted in Bankrate article on Reverse Mortgages

Date Published: 2014-11-24

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"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

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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

NY Times Article: Fiduciary vs. Suitability Standards

A client shared this article with us recently - and we felt it important to pass along....Read More

Our Difference

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We understand it is difficult to compare the services and qualifications of different financial planners and investment firms. For this reason we have provided a consolidated list of our most unique attributes that we believe set us apart from the rest (e.g., NAPFA, Fee Only, Independent, Comprehensive Wealth Management, University Degrees in Financial Planning, Holistic Process, etc.)....Read More

Service Commitment

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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

Why are the CFP® Certification Requirements Important?

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Most people think that all financial planners are "certified," but this isn’t true. Anyone can call himself or herself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks....Read More