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Exceeding Your Expectations

“You aspire to have a life-long professional relationship with unparalleled personal attention. When we accept a new client, they become a member of our family.”

- Lindsay Elwood, CFP®

Lindsay Elwood , CFP®

Lindsay is a CERTIFIED FINANCIAL PLANNER™ professional, a NAPFA-Registered Financial Advisor, and a member of the Financial Planning Association (FPA).

Lindsay specializes in tax-efficient investment/portfolio management. She also has extensive expertise in the financial planning strategies relating to business owners, women, and university faculty/administrators. She has served as a lecturer on investment management for the University of Georgia financial planning program, and she regularly provides pro bono financial counseling services to families in the Athens community.

Considering only 23% of Certified Financial Planner™ professionals are women, Lindsay is passionate about mentoring + encouraging young women entering the male-dominated industry, and is extremely proud of the diversified make-up of the E&G team.

Lindsay graduated with Honors from Texas Tech University, completing a degree in Personal Financial Planning (summa cum laude). Lindsay grew up in Wyoming, studied in Texas, lived abroad in Spain, and worked in Miami before settling in Athens, Georgia + founding E&G in 2006. Her interests include all-things-technology, the art of organization, and her family.