Lindsay Elwood

CFP®

Elwood & Goetz Wealth Advisory Group

Managing Partner

Lindsay Elwood

CFP®

Elwood & Goetz Wealth Advisory Group

Managing Partner

My focus is to help clients live a full life, as defined by them. - Lindsay Elwood, CFP®

706.548.1025

Fee-Only financial planner located in Athens, GA, serving clients locally and across the country

Lindsay oversees all operations of the firm, and especially enjoys creating new firm efficiencies utilizing technology advancements. She has extensive experience and expertise in tax-efficient investment/portfolio management as well as in financial planning strategies relating to business owners, women, and university faculty/administrators. She has served as a lecturer on investment management for the University of Georgia financial planning program, and she regularly provides pro bono financial counseling services to families in the Athens community. 

Considering only 23% of Certified Financial Planner™ professionals are women, Lindsay is passionate about mentoring + encouraging young women entering the male-dominated industry, and is extremely proud of the diversified make-up of the E&G team.

Lindsay graduated with Honors from Texas Tech University, completing a degree in Personal Financial Planning (summa cum laude). Lindsay grew up in Wyoming, studied in Texas, lived abroad in Spain, and worked in Miami before settling in Athens, Georgia + founding Elwood & Goetz. Her interests include all-things-technology, the art of organization, and historic preservation.

Lindsay Elwood is a NAPFA-Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER™ professional, and the managing partner of E&G. She is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).

Lindsay specializes in tax-efficient investment/portfolio management. She also has extensive expertise in the financial planning issues relating to business owners and university faculty.

She has served as a lecturer on investment management for the University of Georgia financial planning program, and she regularly provides pro bono financial counseling services to families in the Athens community.

Prior to founding E&G Wealth Advisory Group, Lindsay worked at an independent wealth management firm in Miami, Florida. Lindsay grew up in Wyoming, but studied Personal Financial Planning at Texas Tech University where she graduated summa cum laude. Texas Tech is widely recognized as having the premier financial planning education program in the country.

Lindsay Elwood is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

As fiduciaries to our clients, we provide an innovative and progressive model for personalized financial planning + investment management. We believe financial planning should be an experience, not an event. Financial planning is not about saving every dollar for the future at the cost of your lifestyle today. Financial planning is (or should be) about finding balance. It's about living + spending with intention. It's about planning for the future, but also about living for today. 

Our team strives to exceed expectations and to provide an old-fashioned kind of client service. You need a team with the right education + credentials, who you can trust to guide you toward good decisions, and also make it fun along the way. It's that simple.

 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Retirement Income Distribution Planning
  • Portfolio Management (including 401k accounts)
  • Legacy Planning
  • Cash Flow + Tax Planning

Ideal Clients

  • Business Owners and Executives
  • Young + Established Professionals
  • Retirees
  • University Faculty + Administrators

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales

Professional Designations & Affiliations

Contact Lindsay Elwood

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Office Locations:

  • 687 S Milledge Avenue
    Athens, GA 30605

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