Caleb Brown
MBA, CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Business Planning Specialist
Caleb Brown
MBA, CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Business Planning Specialist
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Caleb Brown, MBA, CFP®
Let’s build the future that matters most to you. Serving clients locally and across the country.
Meet Caleb Brown
Caleb Brown, a CERTIFIED FINANCIAL PLANNER™ professional, provides Elwood & Goetz clients with expertise in human capital planning, small business consulting, and entrepreneurship -- having co-founded two successful companies of his own. He is a founding member of Virtual Solutions for Advisors, co-founder of New Planner Recruiting, and was named a 2012 Influencer by Financial Planning Magazine for his positive impact on the financial planning profession.
Before joining Elwood & Goetz, Caleb was named by his peers as one of the Best Financial Planners in Dallas (D Magazine). He is a graduate of the Texas Tech Personal Financial Planning Program, holds an MBA degree, and spent over five years at a financial planning firm in Texas.
Caleb is a Kolbe Certified™ Consultant and has been featured in multiple publications (e.g., Investment News, Financial Planning Magazine, and Financial Advisor Magazine) regarding his efforts to develop a career path and position into firms the best and brightest financial planning students from across the nation. He is also a regular contributor to industry publications, as he writes articles to support the positive evolution of the financial planning profession and encourages practice management processes that best serve clients.
He is a regularly featured speaker at national financial planning conferences and is a member of the Financial Planning Association (FPA), FPA New Professionals Advisory Council, and the President of NexGen - a national organization supporting the development of the future leaders of the financial planning profession.
Caleb is currently a basketball coach for the Downtown Ministries 5th & 6th grade girls Falcons team. He is married to Dr. Jenny Brown, who works as a professor at The University of Georgia.
Education + Credentials
Texas Woman's University
Master of Business Administration
Texas Tech University
Bachelor of Science in Personal Financial Planning
CERTIFIED FINANCIAL PLANNER™ Professional, NAPFA Associate
Activities. Affiliations. Accolades.
Next Generation Influencer, Financial Planning Magazine
Top 25 Most Influential People in the industry, Investment Advisor
Member, Financial Planning Association
40 under 40 Award, Investment News
Caleb Brown 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Caleb Brown
Office Locations:
-
687 S Milledge Ave
Athens, GA 30605
