Aysha Ballis
MS, CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Partner & Chief Compliance Officer
Aysha Ballis
MS, CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Partner & Chief Compliance Officer
As a fee-only financial planner, I have the privilege of being invited into people’s lives. It brings me a lot of joy to see our clients leave a meeting feeling freer, lighter, and supported as we work together to put a plan in place for accomplishing their goals. - Aysha Ballis, MS, CFP®
Let’s build the future that matters most to you. Serving clients locally and across the country.
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 450 families across 35 states, and we’re proud to have an annual client retention rate above 99%.
Aysha Ballis has held a leadership role at Elwood & Goetz since 2016 and was named a partner of the firm in 2021 and chief compliance officer in 2022. She received her Master’s degree in financial planning from the University of Georgia (UGA) and holds the CFP® Certification.
As partner and managing director, Aysha oversees an ensemble team of financial planners and manages the firm's Charleston office, which she opened in 2018.
While at UGA, Aysha served as one of the site coordinators for the Volunteer Income Tax Assistance Program and as a financial counselor at UGA’s ASPIRE Clinic. Aysha has also volunteered at The Ark, helping to provide financial education to community members and has taught financial literacy seminars to teen parents.
In her free time, Aysha enjoys volunteering for the Golden Retriever Rescue and Distinguished Young Women, a national program aimed at encouraging high school girls to realize their full potential and become leaders in their community. She also enjoys spending time with her husband, a physician at MUSC, and taking her dogs to Sullivan's Island.
Education + Credentials
- University of Georgia
- Master of Science - Financial Planning
- Bachelor of Science - Consumer Economics
- CERTIFIED FINANCIAL PLANNER™ Professional
- NAPFA-Registered Financial Advisor
Activities. Affiliations. Accolades
- UGA Financial Planning Alumni Advisory Board, Member
- National Association of Personal Financial Advisors, Webinar Committee Member
- National Association of Personal Financial Advisors, NAPFA-Registered Financial Advisor
Aysha Ballis is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At Elwood & Goetz, our comprehensive and personalized financial advice is always centered around our clients’ unique situation, needs, and goals. We value our independence and fiduciary duty. That means you will always get objective, unbiased, and evidence-based advice. Plus, our 100% fee-only structure helps ensure that our success is only measured by your success.
As one of the most educated, trusted, and credentialed advisory teams in the country, we prioritize quality, effective, and responsive client service. We started with just one client and the promise to show up every day to deliver our very best work. And even as we’ve grown, we’ve held closely to this mission.
To maximize the value of our process and comprehensive management services, we are best suited to serve clients with at least $1,000,000 in investable assets who are ready to delegate all of their financial planning and investment management.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Aysha Ballis is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Aysha Ballis is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Aysha Ballis
Office Locations:
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687 S Milledge Ave.
Athens, GA 30605 -
490 Brasfield Square
Atlanta, GA 30316 -
656 Ellis Oak Ave
Suite 114
Charleston, SC 29412 -
4850 Tamiami Trail North
Suite 301
Naples, FL 34103
