Lindsay Elwood| CFP®
Elwood & Goetz Wealth Advisory Group
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Athens, GA 30605
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Lindsay Elwood is a NAPFA-Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER™ professional, and the managing partner of E&G. She is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Lindsay specializes in tax-efficient investment/portfolio management. She also has extensive expertise in the financial planning issues relating to business owners and university faculty.
She has served as a lecturer on investment management for the University of Georgia financial planning program, and she regularly provides pro bono financial counseling services to families in the Athens community.
Prior to founding E&G Wealth Advisory Group, Lindsay worked at an independent wealth management firm in Miami, Florida. Lindsay grew up in Wyoming, but studied Personal Financial Planning at Texas Tech University where she graduated summa cum laude. Texas Tech is widely recognized as having the premier financial planning education program in the country.
Having three tenured faculty members of the financial planning program at The University of Georgia as members of our professional team, we have a natural knowledge-base and skill-set in working with university faculty, staff, and administrators.
Our team also specializes in retirement income distribution planning and helping individuals and couples successfully plan for, and transition into, retirement. Our investment management services are provided within the framework of sophisticated tax planning and ongoing academic research.
Our firm is one of the rare, truly independent, wealth management firms in the country, and the only firm in the Athens area offering investment management and financial planning services from a team of Certified Financial Planner(TM) professionals and Certified Retirement Counselors within a fee-only compensation model (i.e., no commissions).
Our team consists of talented, educated, and conscientious individuals who, every day, work to optimize the goal attainment + financial life plan of our clients. As fiduciaries to our clients, we provide an innovative and progressive model for personalized financial planning and wealth management.
Our client relationships are life-long, characterized by unparalleled personal attention and customer service. We believe it is due to this personalized attention as well as our successful investment management that we have over a 99% client retention rate.