Lauren Way
M.S., CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Senior Financial Planner
Lauren Way
M.S., CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Senior Financial Planner
As a fee-only financial planner, I take pride in knowing that I am always putting my clients' best interests first. I am lucky to work with a great team of like-minded financial planners who come together to bring our clients the most well-rounded and comprehensive financial advice. By providing thorough financial planning, we help our clients feel empowered and in control of their financial future. - Lauren Way, M.S., 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%.
Lauren Way joined Elwood & Goetz in 2022, bringing six years of wealth management experience to the firm’s Atlanta office. Before E&G, Lauren served as director of operations and emerging financial advisor for an independent financial planning firm, as well as a planning consultant for a privately-owned investment management company.
As a senior financial planner at Elwood & Goetz, Lauren works with a team of financial advisors to develop and implement comprehensive financial plans and investment strategies for individuals and families.
She is a graduate of Georgia Southern University (BBA in Economics, 2017) and the University of Georgia (MS in Financial Planning, 2021).
Lauren grew up just outside of Savannah, Georgia. After the loss of her father, she developed a strong passion for helping people with disabilities and their families. That led to her pursuing a career in financial planning and directed her efforts in volunteerism.
In 2022, Lauren was selected to the Philanthropic Advisor Leadership Institute (PALI), a collaboration between the Community Foundation for Greater Atlanta, the Atlanta Jewish Foundation, and the United Way of Greater Atlanta. This highly regarded leadership development and networking program provides financial, legal, and accounting professionals with training designed to incorporate charitable planning into their professional practice.
When she's not in the office, Lauren enjoys spending time outdoors, baking, and binge-watching the latest Netflix series hits.
Education + Credentials
- Georgia Southern University
- Bachelor of Business Administration — Economics
- University of Georgia
- Master of Science — Financial Planning
- CERTIFIED FINANCIAL PLANNER™ Professional
Service, Associations, & Accolades
- Philanthropic Advisor Leadership Institute — Class of 2023
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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Lauren Way 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 Lauren Way
Office Locations:
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490 Brasfield Square
Atlanta, GA 30316 -
687 S. Milledge Avenue
Athens, GA 30605 -
656 Ellis Oak Ave
Suite 114
Charleston, SC 29412
