3 Best Financial Services in Athens, GA

“Elwood & Goetz Wealth Advisory Group is an independent, fee-only financial advisory firm that has a team fully dedicated to your financial success. They are honored to serve over 500 families across more than 30 states and multiple countries. Lindsay is the visionary co-founder of Elwood & Goetz Wealth Advisory Group. Lindsay heads a group of 10 CERTIFIED FINANCIAL PLANNER® professionals and 4 distinguished professors, collectively managing over $800 million in client assets across 30+ states. Graduating summa cum laude from Texas Tech University as the top student in investment management, she passed the rigorous CFP® exam before completing her degree. With over 20 years of distinguished leadership and experience, Lindsay has dedicated her career to cultivating a team of elite advisors with world-class education and expertise.”

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“Mitchell Investment Group is dedicated to building strong and long-term relationships with their clients by offering personalized, high-trust services. With over 25 years of experience, the team has established a solid reputation for helping clients plan for and achieve their financial goals. Mitchell Investment Group provides a comprehensive range of financial services, catering to clients at every stage of life, from those just starting out to those who are already retired. Mitchell Investment Group is not selling a series of products; as an independent firm, they can provide clients with advice and investment opportunities that will benefit them the most.”

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“Fully Financial is a boutique-based financial planning and investment management firm. Their team works collaboratively to provide white-glove service and thoughtful care to every client. They deliver their services using a strategic, high-touch process that focuses on your goals, adds value to your life, and prioritizes exceptional service — every step of the way. Fully Financial completes the foundational work for your financial plan; they transition into monitoring, implementation, and ongoing care. They will check in multiple times throughout the year to proactively share important planning updates and reminders, schedule review meetings, track implementation items, and to see how things are going at work, at home, and in life.”

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