Melissa Barron
CFP®, ChFC®
Elwood & Goetz Wealth Advisory Group, LLC
Senior Wealth Advisor
Melissa Barron
CFP®, ChFC®
Elwood & Goetz Wealth Advisory Group, LLC
Senior Wealth Advisor
As a fee-only, personal financial planner and fiduciary, I promote financial well-being and the integration of money with life. I sincerely love this profession as it allows me to help individuals and families translate "money" into meaningful, personal outcomes. At Elwood & Goetz, I am a part of an amazing (and talented!) team that creates, implements, and monitors financial plans with optimal advice. - Melissa Barron, CFP®, ChFC®
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%.
Melissa Barron joined Elwood & Goetz in 2020 with 15 years of experience working in the financial services and wealth management industry. Joining E&G was a clear decision based on a commitment to congruency with the Fiduciary Standard and serving clients with unbiased advice. Her broad experience includes personal and business banking, cash flow and budget analysis, income planning, risk and investment management, and retirement planning.
As an enthusiast of the personal aspects of financial planning, Melissa enjoys the discovery process of helping clients assign purpose to wealth in order to create meaningful outcomes in life. Her sincere, consultative approach is dedicated to helping clients achieve evolving goals and aspirations through the implementation of thoughtful financial planning strategies.
Melissa received her BBA from the University of North Georgia with a concentration in Accounting. She completed the Executive Financial Planning program at UGA while pursuing the CERTIFIED FINANCIAL PLANNER™ certification in 2014. She also earned the Chartered Financial Consultant® designation through the American College.
Outside of work, you’ll find her spending time with her husband and two sons, taking spontaneous road trips, or indulging in a good book.
Education + Credentials
- University of North Georgia
- Bachelor of Business Administration - Accounting
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Financial Consultant®
- NAPFA-Registered Financial Advisor
Activities. Affiliations. Accolades.
- National Association of Personal Financial Advisors, Member
- Financial Planning Association, Member
- Financial Therapy Association, Member
Melissa Barron 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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Melissa Barron 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.
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Melissa Barron 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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Melissa Barron is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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Melissa Barron is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Melissa Barron is a member of The Financial Therapy Association (FTA)The Financial Therapy Association (FTA) is an organization comprised of professionals dedicated to the integration of cognitive, emotional, behavioral, relational, and financial aspects of well-being.
Contact Melissa Barron
Office Locations:
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687 S Milledge Avenue
Athens, GA 30605 -
490 Brasfield Square
Atlanta, GA 30316 -
656 Ellis Oak Ave
Suite 114
Charleston, SC 29412
