Lindsay  Elwood,  CFP<sup>&reg;</sup> - Financial Advisor

Lindsay Elwood, CFP®

Founding Partner & CEO

Elwood & Goetz Wealth Advisory Group

687 S. Milledge Ave
Athens, GA 30605

Elwood & Goetz Wealth Advisory Group

490 Brasfield Sq SE
Atlanta, GA 30316-6813
(706) 548-1025
(678) 387-3667


Lindsay Elwood is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Elwood & Goetz Wealth Advisory Group in Athens, GA and the surrounding communities.

Financial Advisor Overview

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 500 families across 35 states, and we’re proud to have an annual client retention rate above 99%.


Financial Advisor Experience

As a fee-only financial planner and fiduciary, I have the opportunity to guide clients toward financial fulfillment — helping them find balance between living their best lives today and reaching their goals for tomorrow. Our team has extensive experience and expertise in tax-efficient investment management as well as in comprehensive financial planning strategies. Considering only 23% of Certified Financial Planner™ professionals are women, I am passionate about mentoring and encouraging young women entering the male-dominated industry of financial planning, and I am extremely proud of the diversity we have on our team.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Women's Finances


Helpful Financial Planning Resources