CAREERS

Elwood & Goetz is a unique, fast-growing, fee-only, independent financial planning firm with office buildings in Athens and Atlanta, Georgia. We also have satellite offices in Charleston, South Carolina; Naples, Florida; Greensboro, GA; and other locations. As legal fiduciaries to our clients at all times, we provide comprehensive, personalized, and objective wealth management for individuals, families, and businesses. Since 2006, we have been driven to be the model wealth advisory firm—developing exceptional advisors who elevate financial planning into a true helping profession, distinguished by extraordinary sophistication and client care.
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Our purpose is to deliver financial peace of mind, one client at a time, to nearly 800 families in more than 35 states (and a few other countries). We do this through our highly educated and credentialed advisory team. Elwood and Goetz is recognized by Schwab as one of the nation’s highest-performing fee-only, independent advisory firms, and our >98% client retention rate attests to the care and integrity with which we serve our clients.

Elwood & Goetz has been named one of America’s Best Places to Work for Financial Advisers by Investment News for multiple years.

Elwood & Goetz is a Registered Investment Adviser with the U.S. Securities and Exchange Commission and a member of the National Association of Personal Financial Advisors (NAPFA), the Fee Only Network, and XY Planning Network.

Delivering financial peace of mind one client at a time.

To be the model wealth advisory firm—developing exceptional advisors who elevate financial planning into a true helping profession, distinguished by extraordinary sophistication and client care.

To achieve our mission and vision, we will:

• Communicate with compassion, honesty, trust, and transparency in all our interactions to redefine financial planning as a helping profession.
• Identify and eliminate financial stress, confusion, and burden for our clients.
• Share advice and education that is unbiased, timely, optimal, and always rooted in evidence, experience, and the client’s best interest.
• Develop the best team of caring, competent, honest, and effective financial planners committed to our core values, independence, fee-only structure, and client-first approach.

• We do the right thing as a cornerstone of our practice.
• We are accountable. We share credit and shoulder responsibility.
• We are transparent, honest, and accountable with all of our clients and each other.

• We lead with our hearts in our desire to help our clients. 
• We genuinely desire to help others by always giving our best work for their success.
• By placing service above self and delivering our very best work, we seek to make a meaningful difference in the lives of our clients, their families, our colleagues, and our communities. 
• Encourage gratitude and appreciation.

• We are passionate about financial planning and approach every client relationship with purpose and optimism. 
• We approach each client interaction with energy, positivity, and collaboration. 
• We believe that enthusiasm is contagious and fosters environments where ideas flourish. 

Our employees are our greatest strength. At Elwood & Goetz, we are committed to an equitable and inclusive culture where every employee feels comfortable bringing their true and authentic selves to work. We greatly value diversity of thought and welcome, celebrate, and seek out diversity of backgrounds, beliefs, and experiences. We know that through our differences, we bring unique perspectives, ideas, and principles that make our team — and our clients — better.