Melanie Robertson
CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Associate Financial Planner
Melanie Robertson
CFP®
Elwood & Goetz Wealth Advisory Group, LLC
Associate Financial Planner
As a fee-only financial planner, I have the special opportunity to help my clients align their finances with their personal values. Through providing personalized & comprehensive financial advice, I strive to help take the complexity out of money so that my clients can achieve financial freedom and focus on pursuing the things they love to do. - Melanie Robertson, 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%.
Melanie Robertson started with Elwood & Goetz as a financial planning intern at the beginning of 2020. She currently serves as an Associate Financial Planner, assisting in client services and supporting her financial planning team with the comprehensive financial planning process. Melanie is passionate about financial planning and she chose to work with E&G to be able to serve others in a way that is prosocial and client-centric.
She graduated with honors (magna cum laude) from The University of Georgia with Bachelor’s degrees in Financial Planning and Consumer Economics.
During her time at UGA, Melanie was an active member in the Student Financial Planning Association and represented UGA in the AFCPE Knowledge Bowl. Melanie also volunteered as a tax preparer with the Volunteer Income Tax Assistance (VITA) program which provides no-cost tax filing and financial coaching services.
In her free time, Melanie enjoys painting, cooking, and home renovation projects. Every Saturday in the fall, you will find her watching and cheering on her favorite college football team… Go Dawgs!
Education & Credentials
- University of Georgia
- Bachelor of Science - Financial Planning
- Bachelor of Science - Consumer Economics
- CERTIFIED FINANCIAL PLANNER™ Professional, NAPFA Associate
Service, Associations, & Accolades
- Member, National Association of Personal Financial Advisors
Melanie Robertson 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
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Melanie Robertson 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.
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Melanie Robertson is a NAPFA AssociateThe 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.
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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 Melanie Robertson
Office Locations:
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687 S Milledge Ave
Athens, GA 30605 -
490 Brasfield Square
Atlanta, GA 30316
