Elwood & Goetz
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Announcements

2014 Golf Challenge: Downtown Ministries

Date Published: 2014-10-20

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Check out E&G's own, Caleb Brown, at this year's golf challenge in support of Downtown Ministries, a local Athens charitable organization that engages inner-city youth and their families through private education, sports programs, after-school tutoring, and other community projects.

We can't think of a better day to start off this beautiful week in Athens....Read More

Congratulations to Alden Mergenthal, CFP®

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Alden Mergenthal, E&G's Director of Financial Planning, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, Certified Financial PlannerTM and CFP (with flame design)® in accordance with CFP Board certification and renewal requirements....Read More

Financial Document Organization Course

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E&G's Alden Mergenthal and Athens Home Organizer, Dr. Julia Marlowe, offer advice and solutions for the organization and retention of your important documents....Read More

Goetz honored for pro-bono work

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

Goetz named as 2012 Russell Award Recipient

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Three University of Georgia faculty have received the 2012 Richard B. Russell Award for Excellence in Undergraduate Teaching, including E&G's own, Joseph Goetz....Read More

Goetz quoted in The Wall Street Journal

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Working with a financial planner used to be just about the numbers, but as the complexities of wealth continue to grow, therapists and other experts in the dynamics of family wealth are offering counsel alongside financial planners....Read More

Goetz quoted in US News & World Report

Goetz quoted in US News & World Report article....Read More