Elwood & Goetz
Athens, Georgia
5.0
13 Reviews
Elwood & Goetz is a reputable investment advisory firm based in Athens, GA, serving a diverse client base. With over 360 individual clients and more than $564,488,000 in assets under management, they have established themselves as a trusted partner in financial planning. The firm operates from four well-equipped offices strategically located to provide convenient access to their clientele. While Elwood & Goetz specializes in managing discretionary assets, they also possess the expertise to handle employer funds. Although 401K and individual accounts account for less than 30% of their assets under management, the firm is well-equi...
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Assets Under Mgmt

$564.49M

Investment Professionals

18

Locations

3

% 401K & Individual

29%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.