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Business Profile

Financial Consultants

Elwood & Goetz Wealth Advisory Group, LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(706) 548-1025Email BusinessWrite a Review

About

Overview

Elwood & Goetz Wealth Advisory Group, LLC

687 S Milledge Ave

Athens, GA 30605-1250

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See Hours
Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 4:00 PM
Closed
Closed

Find a Location

Elwood & Goetz Wealth Advisory Group, LLC has 2 locations, listed below.

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    BBB Accreditation & Rating

    Elwood & Goetz Wealth Advisory Group, LLC is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

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    About This Business

    Elwood & Goetz Wealth Advisory Group, LLC is a financial planning firm.
     

    BBB Accredited Since: 10/10/2024

    Years in Business: 15

    Products and Services

    Fee-Only Financial Planning, Investment Portfolio Management, Retirement Planning, Tax Planning, Cash Flow Management, Net Worth Protection, Legacy Planning, Employer 401(k) Management, Business Consulting, Business Succession Planning

    Photos and Videos

    • image description not provided by submitter

    Business Details

    Local BBB:
    BBB Atlanta & NE Georgia
    BBB File Opened:
    10/8/2024
    Business Started:
    7/23/2010
    Business Incorporated:
    7/23/2010
    Type of Entity:
    Limited Liability Company (LLC)
    Business Management:
    Lindsay Elwood, Managing Partner
    Mr. Joseph Goetz, Owner

    Additional Contact Information

    Principal Contacts
    Lindsay Elwood, Managing Partner
    Mr. Joseph Goetz, Owner
    Customer Contacts
    Mr. Joseph Goetz, Owner
    Additional Email Addresses
    Primary: Email this Business
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Payment methods
    Elwood & Goetz Wealth Advisory Group accepts most major credit cards
    Other Resources
    Department of Banking & Finance
    2990 Brandywine Rd Ste 200
    Atlanta GA 30341
    Phone Number: (770) 986-1633
    dbf.georgia.gov
    [email protected]
    Business Categories
    Financial Consultants, Retirement Planning Services, Consultant, Wealth Management

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