Lindsay Elwood, CFP®

Co-Founder of Elwood & Goetz Wealth Advisory Group
Lindsay is the visionary co-founder of Elwood & Goetz Wealth Advisory Group, a boutique firm celebrated for its unmatched combination of personalized, high-touch service and comprehensive financial planning. With over 20 years of distinguished leadership and experience, Lindsay has dedicated her career to cultivating a team of elite advisors with world-class education and expertise. Her strategic foresight and commitment to excellence have not only driven the firm's remarkable success but have also redefined the standard of care clients can expect from financial advisory team.

Expertise that Inspires Confidence
Lindsay’s exceptional expertise in tax-efficient investment strategies, portfolio management, and financial planning tailored for business owners, women, and university faculty has empowered countless clients to reach their life and financial goals. Under her leadership, Elwood & Goetz has become the go-to firm for clients seeking a comprehensive, evidence-based approach to financial planning. Her ability to distill complex financial concepts into actionable, personalized advice has set her apart in the industry.

Leading an Elite Team
As the leader of one of the nation's premier financial planning teams, Lindsay heads a group of 10 Certified Financial Planner™ professionals and 4 distinguished professors, collectively managing over $800 million in client assets across 30+states. Based in Athens and Atlanta, Georgia, her team is celebrated for delivering personalized, real financial advice tailored to help individuals and families live life to its fullest potential. At Elwood & Goetz, clients are not just clients—they are embraced as part of an extended family. As legal fiduciaries, Lindsay and her team are steadfast in their commitment to placing clients' best interests above all, fostering a legacy of trust, peace of mind, and financial empowerment.

A Global Perspective with Deep Roots
Lindsay’s rich personal and professional journey—growing up in Wyoming, studying in Texas, living abroad in Spain, and working in Miami before making Athens, Georgia her home—provides her with a broad, worldly perspective. This diverse background enables Lindsay to connect deeply with clients from all walks of life, helping her understand their unique needs and craft personalized financial strategies that resonate on a personal level.

A Champion for Diversity and the Future of Financial Planning
In a profession where only 23% of Certified Financial Planner™ professionals are women, Lindsay stands as a passionate advocate for diversity and inclusion. She is committed to mentoring and uplifting the next generation of female financial planners, fostering an inclusive environment within Elwood & Goetz that mirrors her dedication to excellence. Her team’s diverse makeup is a testament to her belief that the best results come from a variety of perspectives and experiences.

Academic Excellence and a Commitment to Education
Lindsay’s academic achievements underscore her status as a leader in the financial planning world. Graduating summa cum laude from Texas Tech University as the top student in investment management, she passed the rigorous CFP exam before completing her degree. Her dedication to education extends beyond her own credentials; she has co-taught investment courses at the University of Georgia, sharing her vast knowledge and passion with future financial planners. Her role as both a practitioner and educator exemplifies her commitment to advancing the profession and empowering the next generation.