Lindsay Elwood, CFP^®

Elwood & Goetz Wealth Advisory Group is an independent fee-only financial planning and investment management firm with offices in Atlanta; Athens, Georgia; Charleston, South Carolina; and Naples, Florida. Helping clients navigate their financial future is a responsibility we take seriously. And it’s an opportunity we cherish deeply. As a fee-only firm and legal fiduciary, we are solely devoted to our clients’ success. That means our clients will always get objective, unbiased, and evidence-based financial advice centered around their best interests. Elwood & Goetz specializes in personalized and comprehensive financial planning, retirement planning, investment management, and tax planning to help clients organize, grow, and protect their assets through life’s transitions. We do all the heavy lifting and day-to-day optimizations to manage your financial life — so you don’t have to. We are grateful to now serve more than 500 families across 35 states, and we’re proud to have an annual client retention rate above 99%.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Women's Finances