Elwood & Goetz Wealth Advisory Group, LLC

Elwood & Goetz Wealth Advisory Group, LLC (CRD# 154839) is a financial advisory firm headquartered in Athens, GA. They manage $97,800,000 in 828 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    828
    ACCOUNTS
  • Average Account Value
    $118,116
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, LA, TX

Financial Advisors at Elwood & Goetz Wealth Advisory Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Paul C. Brown
CRD#: 4546256
565 Research Drive, Athens, GA 30605
96
Wealthminder
score

Paul Brown (CRD# 4546256) is an Investment Advisor Representative working at Elwood & Goetz Wealth Advisory Group, LLC in Athens, GA and has over 12 years of experience in the finance industry. Paul Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lindsay S. Elwood
CRD#: 5096712
565 Research Drive, Athens, GA 30605
96
Wealthminder
score

Lindsay Elwood (CRD# 5096712) is an Investment Advisor Representative working at Elwood & Goetz Wealth Advisory Group, LLC in Athens, GA and has over 11 years of experience in the finance industry. Lindsay Elwood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Alden M. Mergenthal
CRD#: 5837672
565 Research Drive, Athens, GA 30605
93
Wealthminder
score

Alden Mergenthal (CRD# 5837672) is an Investment Advisor Representative working at Elwood & Goetz Wealth Advisory Group, LLC in Athens, GA and has over 7 years of experience in the finance industry.

4
Joseph W. Goetz
CRD#: 5837624
565 Research Drive, Athens, GA 30605
90
Wealthminder
score

Joseph Goetz (CRD# 5837624) is an Investment Advisor Representative working at Elwood & Goetz Wealth Advisory Group, LLC in Athens, GA and has over 6 years of experience in the finance industry.

5
Lance Palmer
CRD#: 5862489
565 Research Drive, Athens, GA 30605
90
Wealthminder
score

Lance Palmer (CRD# 5862489) is an Investment Advisor Representative working at Elwood & Goetz Wealth Advisory Group, LLC in Athens, GA and has 1 year of experience in the finance industry. Lance Palmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.