Elwoodgoetz
Elwood & Goetz is a unique, fast-growing, fee-only, independent financial planning firm with office buildings in Athens and Atlanta, Georgia. We also have satellite offices in Charleston, South Carolina and Naples, Florida. As legal fiduciaries to our clients at all times, we provide comprehensive, personalized, and objective wealth management for individuals, families, and businesses. Since 2006, we have been, and continue to be, pioneers in redefining financial planning and wealth management as a helping profession.
Recognized as having one of the most educated and credentialed advisory teams in the country, we serve more than 600 families across the country (and a few other countries) with a >98% client retention rate.
Elwood & Goetz has been named one of America’s Best Places to Work for Financial Advisers by Investment News for multiple years.
Elwood & Goetz is a Registered Investment Adviser with the U.S. Securities and Exchange Commission and a member of the National Association of Personal Financial Advisors (NAPFA), the Fee Only Network, and XY Planning Network. Our Mission As a fee-only financial planning team and fiduciary, our mission is to guide clients to financial fulfillment by finding balance between living their best lives today and reaching their goals for tomorrow. Our Vision To be the exemplary financial planning firm in the country renowned for our integrity, sophistication, and generosity.
To achieve our mission and vision, we will: Rebuild credibility
in the financial services industry and redefine financial planning as an honest, trusted, and transparent profession. Identify and eliminate
financial stress, confusion, and burden for our clients. Share advice and education that is both
unbiased and optimal,
always rooted in evidence, experience, and the client’s best interest. Develop the best team of
caring, competent, honest, and effective
financial planners committed to our core values, independence, fee-only structure, and client-first approach. Our Values Integrity Use good judgment and do the right thing. Be accountable. Share credit and shoulder responsibility. Communicate authentically and transparently. Act in good faith — with positive intent and alacrity. Sophistication
Pursue lifelong learning and growth. Avoid shortcuts that compromise value. Put in the time and focus on the details. Exceed expectations and deliver exceptional experiences. Generosity
Treat people with kindness, dignity, and compassion. Be passionate about helping our clients, our colleagues, and our communities. Build relationships rooted in mutual trust and respect. Encourage gratitude and appreciation. Talent Statement Our employees are our greatest strength. At Elwood & Goetz, we are committed to an equitable and inclusive culture where every employee feels comfortable bringing their true and authentic selves to work. We greatly value diversity of thought and welcome, celebrate, and seek out diversity of backgrounds, beliefs, and experiences. We know that through our differences, we bring unique perspectives, ideas, and principles that make our team — and our clients — better. Description &Responsibilities The Associate Financial Planner is a key member of our planning team and essential to helping us maintain our detail-oriented, responsive client service. Our planning teams work directly with individuals, families, and businesses to design, deliver, and implement comprehensive financial plans. Specifically, this position will be responsible for: Co-managing client relationships and financial plan development. Preparing meeting materials, delivering recommendations, and communicating with clients regarding meetings and follow-up items. Assisting with client onboarding, account applications and openings, and other operational tasks. Organizing, prioritizing, and tracking action items for planning teams. Proactively responding to client inquiries and service requests. Conducting analysis for client-specific situations (e.g., mortgage refinance, insurance quotes, employee benefits review, stock option plans, etc.). This position is based onsite at our Atlanta office in Glenwood Park. Requirements & Qualifications Bachelor’s degree in financial planning or closely related field
required. CFP designation or plans to earn CFP designation in the near future
required. Accept the daily commitment to further our mission, pursue our vision, and enact and embrace our core values. Uncompromising dedication to our fiduciary oath and ethical standards. Conscientious and detail oriented. Self-motivated with a positive attitude. Unwavering desire to help others. Strong communication and interpersonal skills. Competitive salary commensurate with educational background, professional accomplishments, and overall experience Quarterly team-based bonus program Health insurance (premiums for employees covered 100% by the firm) Long-term disability insurance (premiums for employees covered 100% by the firm) Employer-sponsored 401(k) plan with employer match Paid time off Early weekend kickoff (4pm closing time on Friday) Paid parental leave Paid sabbatical for every five years Continuing education allowance for professional designations Sign up to receive personal finance insights, tips, and updates from our advisory team — delivered straight to your inbox. Elwood & Goetz is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Registration of an investment adviser does not imply a certain level of skill or training. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Recognized as having one of the most educated and credentialed advisory teams in the country, we serve more than 600 families across the country (and a few other countries) with a >98% client retention rate.
Elwood & Goetz has been named one of America’s Best Places to Work for Financial Advisers by Investment News for multiple years.
Elwood & Goetz is a Registered Investment Adviser with the U.S. Securities and Exchange Commission and a member of the National Association of Personal Financial Advisors (NAPFA), the Fee Only Network, and XY Planning Network. Our Mission As a fee-only financial planning team and fiduciary, our mission is to guide clients to financial fulfillment by finding balance between living their best lives today and reaching their goals for tomorrow. Our Vision To be the exemplary financial planning firm in the country renowned for our integrity, sophistication, and generosity.
To achieve our mission and vision, we will: Rebuild credibility
in the financial services industry and redefine financial planning as an honest, trusted, and transparent profession. Identify and eliminate
financial stress, confusion, and burden for our clients. Share advice and education that is both
unbiased and optimal,
always rooted in evidence, experience, and the client’s best interest. Develop the best team of
caring, competent, honest, and effective
financial planners committed to our core values, independence, fee-only structure, and client-first approach. Our Values Integrity Use good judgment and do the right thing. Be accountable. Share credit and shoulder responsibility. Communicate authentically and transparently. Act in good faith — with positive intent and alacrity. Sophistication
Pursue lifelong learning and growth. Avoid shortcuts that compromise value. Put in the time and focus on the details. Exceed expectations and deliver exceptional experiences. Generosity
Treat people with kindness, dignity, and compassion. Be passionate about helping our clients, our colleagues, and our communities. Build relationships rooted in mutual trust and respect. Encourage gratitude and appreciation. Talent Statement Our employees are our greatest strength. At Elwood & Goetz, we are committed to an equitable and inclusive culture where every employee feels comfortable bringing their true and authentic selves to work. We greatly value diversity of thought and welcome, celebrate, and seek out diversity of backgrounds, beliefs, and experiences. We know that through our differences, we bring unique perspectives, ideas, and principles that make our team — and our clients — better. Description &Responsibilities The Associate Financial Planner is a key member of our planning team and essential to helping us maintain our detail-oriented, responsive client service. Our planning teams work directly with individuals, families, and businesses to design, deliver, and implement comprehensive financial plans. Specifically, this position will be responsible for: Co-managing client relationships and financial plan development. Preparing meeting materials, delivering recommendations, and communicating with clients regarding meetings and follow-up items. Assisting with client onboarding, account applications and openings, and other operational tasks. Organizing, prioritizing, and tracking action items for planning teams. Proactively responding to client inquiries and service requests. Conducting analysis for client-specific situations (e.g., mortgage refinance, insurance quotes, employee benefits review, stock option plans, etc.). This position is based onsite at our Atlanta office in Glenwood Park. Requirements & Qualifications Bachelor’s degree in financial planning or closely related field
required. CFP designation or plans to earn CFP designation in the near future
required. Accept the daily commitment to further our mission, pursue our vision, and enact and embrace our core values. Uncompromising dedication to our fiduciary oath and ethical standards. Conscientious and detail oriented. Self-motivated with a positive attitude. Unwavering desire to help others. Strong communication and interpersonal skills. Competitive salary commensurate with educational background, professional accomplishments, and overall experience Quarterly team-based bonus program Health insurance (premiums for employees covered 100% by the firm) Long-term disability insurance (premiums for employees covered 100% by the firm) Employer-sponsored 401(k) plan with employer match Paid time off Early weekend kickoff (4pm closing time on Friday) Paid parental leave Paid sabbatical for every five years Continuing education allowance for professional designations Sign up to receive personal finance insights, tips, and updates from our advisory team — delivered straight to your inbox. Elwood & Goetz is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Registration of an investment adviser does not imply a certain level of skill or training. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
#J-18808-Ljbffr