Caleb Brown


Elwood & Goetz Wealth Advisory Group, LLC

Business Planning Specialist

Caleb Brown


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


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

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 687 S Milledge Ave
    Athens, GA 30605

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, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser