Elwood & Goetz

At Elwood & Goetz, we believe in building personalized financial plans that empower individuals and families to achieve lasting financial security and well-being. We take a comprehensive, holistic approach to wealth management, focusing on every aspect of your financial life and tailoring strategies to your unique goals and aspirations.

Our Mission

Our mission is to become your trusted financial partner, guiding you through the complexities of financial planning and empowering you to make informed financial decisions every step of the way.

Who We Serve

We serve a diverse clientele, including:

• Professors & Professionals: Building robust financial plans to secure their futures and achieve work-life balance.
• Founders & Business Executives: Creating comprehensive succession plans and maximizing wealth preservation strategies.
• Financially Independent & Retirees: Optimizing their investments, taxes, and income distribution plans for a comfortable and secure retirement.

How We Can Help

Our team of experienced and highly qualified financial advisors offers a comprehensive suite of services, including:

- Comprehensive Planning: Goal setting, risk management assessment, and personalized financial plans.

- Investment Management: Tailored portfolio construction and ongoing portfolio rebalancing.

- Tax Optimization: Maximizing retirement contributions, tax-efficient investing, and minimizing taxable income.

- Retirement Planning: Developing comprehensive plans for retirement savings, including 401(k) plans and IRAs.

- Estate Planning: Developing trusts and other estate documents to ensure your assets are protected.

Our Values

Our core values guide us in every interaction with clients. They are:

• Fiduciary Duty: We prioritize your best interests and act with utmost integrity.
• Independence: We are 100% employee-owned and not beholden to any brokers or wholesalers.
• Personalized Attention: We dedicate a team of experienced advisors to each client, ensuring tailored solutions and exceptional service.
• Client-Centricity: We prioritize open communication, transparency, and responsiveness.

Join Us on Your Financial Journey

Whether you're seeking guidance on retirement planning, investment strategies, or comprehensive wealth management, Elwood & Goetz is committed to partnering with you for success. Contact us today to schedule a complimentary consultation and take the first step towards securing your financial future.