Elwood & Goetz

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

687 S Milledge Ave, Athens, Georgia, 306...

Phone Number

(706) 548-1025

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Elwood & Goetz

Elwood & Goetz Wealth Advisory is a fee-only financial planning firm based in Athens, GA, with additional offices in Atlanta, Charleston, and Naples, serving clients nationwide. The firm is dedicated to providing personalized and comprehensive financial planning services, focusing on the best interests of their clients as legal fiduciaries. Their experienced team, which includes certified financial planners and distinguished professors, emphasizes a client-first approach and a commitment to lifelong relationships. They cater to a diverse clientele, including young professionals, retirees, and business executives, ensuring tailored financial strategies that align with individual goals.Explore more
Elwood & Goetz's Social MediaPopular SearchesElwood & GoetzElwood & Goetz Wealth Advisory GroupElwood & Goetz Wealth AdvisoryElwood & Goetz Wealth Advisory Group - LLCElwood & Goetz Wealth Advisory Group LLCSIC Code 62,628NAICS Code 52,523Show more

Elwood & Goetz Org Chart

PhoneEmail
LE
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Founding Partner & Chief Financial Officer

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Director. Senior Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Elwood & Goetz

<$5M
11-50
Private
-
2006
LE
Lindsay ElwoodFounding Partner & Chief Financial Officer
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1983
BK
Bernard KielyFinancial Planner
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2018
N/A
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Elwood & Goetz is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Elwood & Goetz is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Elwood & Goetz.

Elwood & Goetz Tech Stack

A closer look at the technologies used by Elwood & Goetz

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Frequently Asked Questions Regarding Elwood & Goetz

What is Elwood & Goetz's official website?
Elwood & Goetz's official website is www.elwoodgoetz.com
What is Elwood & Goetz's Revenue?
Elwood & Goetz's revenue is <$5 Million
What is Elwood & Goetz's SIC code?
Elwood & Goetz's SIC: 62,628
What is Elwood & Goetz's NAICS code?
Elwood & Goetz's NAICS: 52,523
How many employees does Elwood & Goetz have?
Elwood & Goetz has 11-50 employees
What industry does Elwood & Goetz belong to?
Elwood & Goetz is in the industry of: Finance, Securities Trading
What is Elwood & Goetz competition?
Elwood & Goetz top competitors include: Safe Landing Financial, Covenant Wealth Advisors, Charles Carroll Financial Partners, Kiely Capital Management
What technology does Elwood & Goetz use?
Some of the popular technologies that Elwood & Goetz uses are: GoDaddy DNS, Amazon Web Hosting, Google Workspace, Redtail CRM
Who is the CFO of Elwood & Goetz?
Elwood & Goetz's CFO is Lindsay Elwood
How do I contact Elwood & Goetz?
Elwood & Goetz contact info: Phone number: (706) 548-1025 Website: www.elwoodgoetz.com
What does Elwood & Goetz do?

Elwood & Goetz Wealth Advisory is a fee-only financial planning firm based in Athens, GA, with additional offices in Atlanta, Charleston, and Naples, serving clients nationwide. The firm is dedicated to providing personalized and comprehensive financial planning services, focusing on the best interests of their clients as legal fiduciaries. Their e... xperienced team, which includes certified financial planners and distinguished professors, emphasizes a client-first approach and a commitment to lifelong relationships. They cater to a diverse clientele, including young professionals, retirees, and business executives, ensuring tailored financial strategies that align with individual goals.Read More

What are Elwood & Goetz social media links?
Elwood & Goetz Linkedin page Elwood & Goetz Twitter page Elwood & Goetz Facebook page
Is Elwood & Goetz a public company?
Elwood & Goetz is private company therefore does not currently have an official ticker symbol
See more information about Elwood & Goetz

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