Jordan Slingo
CFA®, CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Director
Jordan Slingo
CFA®, CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Director
As a fee-only financial planner, I'm passionate about helping people align their finances with their personal values, and I love seeing clients feel empowered to use money as a tool in pursuit of what’s most important to them. - Jordan Slingo, CFA®, 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%.
Jordan Slingo joined Elwood & Goetz in 2020 after nine years in the investment and wealth management industry led him to a deeper interest in the financial planning profession. He currently serves as a Senior Wealth Advisor, developing comprehensive financial plans, managing relationships with new and current clients, and training other advisors.
Jordan is passionate about making complex financial concepts approachable and easy to grasp and helping people align their finances with their personal values. One of his favorite parts of working with clients is watching them evolve from seeing money as a daunting source of anxiety to feeling empowered to use it as a tool in pursuit of what’s most important to them.
Jordan grew up in Atlanta and then Daytona Beach, Florida. After college, he moved to Jacksonville, Florida, and fell in love with his future wife Courtney on a trip to Kenya. Being married into a diehard Dawg family made it an easy transition relocating back to Athens with their two daughters.
Jordan received his bachelor’s degree in Finance from Stetson University, graduating with highest honors (summa cum laude). At Stetson, he participated in the Roland George Investment Program managing a student-led endowment portfolio worth several million dollars.
Outside of work, Jordan enjoys having everyday adventures with his wife and girls, trying unusual hole-in-the-wall restaurants, running and cycling, historic architecture, and dabbling in piano.
Education + Credentials
- Stetson University
- Bachelor of Business Administration - Finance
- Chartered Financial Analyst (CFA) Charterholder
- CERTIFIED FINANCIAL PLANNER™ Professional
- NAPFA-Registered Financial Advisor
Activities. Affiliations. Accolades.
- National Association of Personal Financial Advisors, Member
Jordan Slingo 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
-
Jordan Slingo 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.
-
Jordan Slingo 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.
-
Jordan Slingo is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
-
Jordan Slingo is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
-
Elwood & Goetz Wealth Advisory Group, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Jordan Slingo
Office Locations:
-
687 S Milledge Avenue
Athens, GA 30605 -
656 Ellis Oak Ave
Suite 114
Charleston, SC 29412 -
490 Brasfield Square
Atlanta, GA 30316
