A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
Fee-Only Financial Planners in Athens, GA:
Cecil Staton
CFP®, CSLP®
Arch Financial Planning, LLC
Athens, GA
Specialties: Student Loans, Public Service Loan Forgiveness (PSLF), Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Athens, GA, serving clients locally and across the country
Lindsay Elwood
CFP®
Elwood & Goetz Wealth Advisory Group
Athens, GA
Specialties: Retirement Income Distribution Planning, Portfolio Management (including 401k accounts), Legacy Planning, Cash Flow + Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Aysha Ballis
MS, CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Christian Koch
CFP®, CPWA®, CDFA®, RICP®
KAM - South, LLC
Atlanta, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Advisor Located in Atlanta, GA and serving the Entire Athens, Peathtree City, and Metro-Atlanta Area
Melissa Barron
CFP®, ChFC®
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Jordan Slingo
CFA®, CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Joseph Goetz
Ph.D., M.S., M.A., CRC®, AFC®
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Lauren Way
M.S., CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Vincent Clark
CFP®, EA
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Ben Jacobs
MS, CFP®, EA, AIF®
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Alden Shmerling
CFP®, CPWA®, CDFA®
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
Michelle Kruger
Ph.D., CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Let’s build the future that matters most to you. Serving clients locally and across the country.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
