Lance Palmer
Ph.D., MBA, CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Tax Planning Specialist
Lance Palmer
Ph.D., MBA, CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Tax Planning Specialist
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Lance Palmer, Ph.D., MBA, CFP®
Let’s build the future that matters most to you. Serving clients locally and across the country.
Meet Lance Palmer
Dr. Lance Palmer specializes in tax planning and retirement planning strategies. His combined expertise in tax and retirement planning are integral to the optimal management of clients’ investment portfolios as well as retirement plan design.
His other work experiences include employment with KPMG, a large accounting firm, and working as a professor of financial planning at the University of Georgia for 12 years. He is a CERTIFIED FINANCIAL PLANNER™ professional. Lance received his bachelor’s and MBA degrees from University of Utah and his doctoral degree from Utah State University.
He is a co-founder of the University of Georgia (UGA) Financial Planning Program where he continues to teach courses in retirement planning and tax planning. He is a recipient of the University's Richard B. Russell Award for Excellence in Teaching and Engaged Scholar Award. Lance spearheads a Volunteer Income Tax Assistance program in Georgia, which is supported by a collaboration between UGA and the Georgia United Credit Union. Students studying financial planning under his supervision complete hundreds of tax returns at no cost for low-income families in the local community each year.
He has co-authored over 50 scholarly publications in the financial planning field, such as articles seen in The Journal of Consumer Affairs, Financial Services Review, Journal of Financial Counseling and Planning, Global Journal of Business Research, and Journal of Personal Finance. He currently serves on the editorial board for the Journal of Consumer Education and the Journal of Financial Counseling and Planning. Lance is a member of the Association for Financial Counseling and Planning, Academy of Financial Services, American Council on Consumer Interests, and Financial Planning Association.
Education + Credentials
Utah State University
Doctor of Philosophy
University of Utah
Master of Business Administration, Bachelor of Science - Accounting
CERTIFIED FINANCIAL PLANNER™ Professional, NAPFA Associate
Activities. Affiliations. Accolades.
Financial Planning Association, Member
Association for Financial Counseling and Planning, Member
National Association of Personal Financial Advisors, Member
Academy of Financial Services, Member
Lance Palmer 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 Lance Palmer
Office Locations:
-
687 S. Milledge Avenue
Athens, GA 30605
