Vincent Clark
CFP®, EA
Elwood & Goetz Wealth Advisory Group, LLC
Senior Financial Planner
Vincent Clark
CFP®, EA
Elwood & Goetz Wealth Advisory Group, LLC
Senior Financial Planner
As a fiduciary advisor and tax planning specialist, I focus on providing comprehensive financial advice that helps you achieve your goals and keep more of your hard-earned money where it belongs — with you. - Vincent Clark, CFP®, EA
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%.
Vincent Clark joined Elwood & Goetz in June 2022, adding seven years of wealth management experience to the firm’s advisory team. As a senior financial planner in E&G’s Atlanta office, he helps oversee client relationships and supports a team of advisors in developing and implementing comprehensive financial plans for individuals and families.
Prior to joining E&G, Vincent served as a senior financial analyst for a national asset management firm and as a comprehensive financial advisor for an independent financial planning firm in the greater Atlanta area.
Throughout his career, Vincent has developed deep expertise in comprehensive wealth management for C-suite executives and high net worth SMB entrepreneurs, with specialized experience in tax planning and equity compensation strategies. In addition to holding the prestigious Certified Financial Planner™ designation, Vincent is also an Enrolled Agent, the highest credential awarded by the Internal Revenue Service.
His path to financial planning is unique. While Vincent was solidifying his major and career aspirations, his younger brother was rising through the ranks as a track athlete, ultimately landing on the AAU Junior Olympic circuit. Forecasting a successful and lucrative athletic career for his brother, Vincent wanted to be able to provide him with sound financial and investment advice. As he dove into the field of financial planning, his passion for the profession deepened, and his original desire to help his family grew into a career opportunity to help even more people.
Vincent is a graduate of the University of Georgia (‘15), where he earned his bachelor’s degree in financial planning. He is a member of the National Association of Personal Financial Advisors (NAPFA) and has previously served on UGA’s Financial Planning Alumni Advisory Board.
True to their city, Vincent and his wife, Adiya, love live music. They spend much of their free time concert hopping and taking in the scenes of music festivals across Atlanta. Vincent is also a dedicated sports fan — dominating in his Fantasy Football league and always rooting for his hometown teams and, most importantly, his alma mater. Go Dawgs!
Education + Credentials
- University of Georgia: Bachelor of Science – Financial Planning
- Certified Financial Planner™ Professional, Enrolled Agent (EA)
Activities. Affiliations. Accolades.
- National Association of Personal Financial Advisors, Member
- UGA Financial Planning Advisory Board, Past Member
Vincent Clark 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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Vincent Clark 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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Vincent Clark is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Vincent Clark 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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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 Vincent Clark
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
