Elwood & Goetz Wealth Advisory Group LLC
Legal Name: ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
Full Contact Details
Elwood & Goetz Wealth Advisory Group LLC
687 S MILLEDGE AVE, ATHENS, GA
706-548-1025
706-548-1025
Other Info
Elwood & Goetz Wealth Advisory Group LLC is a Georgia-based company with 13 employees, where 8 of them are in advisory roles. The firm is legally registered as ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC and its status with SEC is approved as of February 8, 2017. However, the number of clients it serves remains unknown.
Elwood & Goetz Wealth Management
Fee-only financial planners and investment advisors serving individuals, families, and businesses in Athens, Atlanta, Charleston, and Naples.
Direct Owners
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JOSEPH WILLIAM GOETZ
MANAGING MEMBER owns more than 50% but less than 75%
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LINDSAY SHAE ELWOOD
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%