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Elwood & Goetz

EST. AUM
$1,073,755,031

CONTACTS
16

CLIENT ACCOUNTS
3,394

Firm Details

Metro area Atlanta
CRD Number 154839
Website elwoodgoetz.com
Client types

Overview

Elwood & Goetz is a fee-only wealth management firm founded in Athens, Georgia, with a mission to deliver transparent, client-first financial planning. Rejecting traditional commission-based practices, founders Lindsay Elwood and Joe Goetz established the firm to prioritize clients' best interests. Since its inception with just one client, Elwood & Goetz has grown to serve over 500 families across more than 33 states. The firm remains dedicated to providing comprehensive financial planning and wealth management with integrity, staying true to its founding values of exceptional service and unwavering commitment to clients.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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