Elwood & Goetz Wealth Advisory Group 490 Brasfield Square Southeast, Atlanta, GA 30316
About the Business
Elwood & Goetz Wealth Advisory Group is a top-tier finance institution located in Atlanta, Georgia, United States. Our team of independent and fee-only financial advisors is dedicated to providing comprehensive financial advice and personalized service to help you protect, grow, and enjoy your wealth. We are committed to acting in your best interest 100% of the time, as we believe in the importance of our fiduciary duty.
With offices in Atlanta, Athens, Charleston, and Naples, Elwood & Goetz is known for being one of the most highly educated, experienced, and trusted wealth management firms in the country. Our team of financial advisors holds prestigious credentials in the profession and continually strives to learn for the benefit of our clients.
We understand that financial planning is a lifelong process, which is why we foster honest, long-term relationships with our clients. Our personalized, responsive service has led to a 99% client retention rate. We focus on all aspects of your financial well-being, from spendings and savings to retirement planning and beyond.
At Elwood & Goetz, we do all the heavy lifting to manage your financial life, allowing you to focus on your career and the people who matter most to you. Our unique experience positions us to create comprehensive financial plans that consider all areas of your financial well-being. We will help optimize your tax strategies, investment portfolio, and income distribution plan while you pursue your next adventure.
When you work with us, you are connected with a dedicated team of planners familiar with your financial situation and committed to your success. Sign up to receive personal finance insights, tips, and updates from our advisory team. Let us help you build a strong financial plan that considers all aspects of your financial well-being, so you can protect and enjoy your hard-earned wealth.
Photos
Location & Phone number
490 Brasfield Square SE, Atlanta, GA 30316, United States
Hours open
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I’ve been working with E&G for a couple of years and I am so glad to have a financial planning team that really cares about my family. Alden and team are very knowledgeable, transparent, and thorough throughout the process. I feel very supported when working with them to make big financial decisions and feel confident about my retirement plan. The E&G team is amazing and I cannot recommend them highly enough for all of your financial planning needs."
"As someone who has recently started their financial planning journey, I can’t say enough good things about Alden and her team. Alden and Lauren have not only been extremely knowledgeable, but also kind and available to answer all of my questions. I never thought I would be this excited for retirement! Their reassurance in the financial decisions I’m making have made me so much more confident in my future."
"I've been working with E&G for nearly a decade. Their team has helped us plan and achieve so many of our goals. Getting married. Starting a family. Buying a house. They are there to help and support us every step of the way. They are thorough, detail oriented and wonderful people to work with (even when I've forgotten my account password for the 10th time!) Huge shout out to Alden, Lauren and Lindsay who have been an amazing team! You give us huge financial peace of mind!"
"We started working with E&G about eight years ago and it was the best financial decision we've ever made. Their team (Alden and Lauren in particular) have helped us not only plan for retirement, but make some of our biggest financial decisions. Whether it's starting a new job and assessing benefits, rolling over a 401K or running scenarios to understand how a big purchase would impact our cash flow, they have helped us with EVERYTHING. If you're in anyway considering a financial advisor, I can't say enough about these folks. I love my E&G team!"
"I've been a client of Elwood & Goetz for several years and trust Alden and the team completely. With recent market swings, Alden and the team has made me feel comfortable and confident in how they are managing my assets with the everchanging market landscape. I look forward to my check ins with the team and know that they have my best interest in mind."
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