Fee-Only Financial Planners in Athens, GA

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:

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

Fee-Only financial planner located in Athens, GA, 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

Molly Sutz

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Lance Palmer

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Joseph Goetz

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Ben Jacobs

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Aysha Babb

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Alden Mergenthal

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

Caleb Brown

Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA

  • 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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser