3 Best Financial Services in Athens, GA

Here’s The Deal:
Fully Financial is a boutique-based financial planning and investment management firm in Athens, Georgia. Cody Nichelson is one of the firm's co-founders and the director of operations. He completed his bachelor's degree in public relations at the University of Georgia. Cody Nichelson worked for an independent communications and consulting agency, serving national, regional, and local brands for the first seven-plus years of his career. He was drawn to the fee-only financial planning industry because he believed this approach made a difference in people's lives, and he wanted to find ways to connect more people to fiduciary advice and planning services. At Fully Financial, the team looks at every aspect of your financial life and truly gets to know what matters most to you — your goals, your values, and your passions. With this in mind, they curate a personalized financial roadmap that covers everything your money touches. The team delivers their comprehensive services using a thoughtfully designed process that prioritizes optimal financial outcomes and exceptional service — every step of the way.

Here’s The Deal:
Elwood & Goetz Wealth Advisory Group is an independent financial planner in Athens, Georgia. Lindsay Elwood is one of the firm's founding partners and CEO. She has extensive experience and expertise in tax-efficient investment/portfolio management and financial planning strategies for business owners, women, and university faculty. She graduated with honors from Texas Tech University, completing a degree in Personal Financial Planning. Lindsay Elwood is also a CERTIFIED FINANCIAL PLANNER™ Professional and NAPFA Associate. As independent and fee-only financial advisors, the team is solely devoted to and driven by your success. They created their fee structure to be transparent, all-inclusive, and competitive. Their fees are markedly lower than brokerage firms and traditional financial institutions, and unlike many independent firms, their cost includes all ongoing, comprehensive financial planning and investment management services. Elwood & Goetz has offices in Athens, Atlanta, Charleston, and Naples.

Here’s The Deal:
Mitchell Investment Group is a well-known financial planner in Athens, Georgia. The group was founded in 1988. The team is dedicated to building strong, long-term relationships with their clients, offering personalized, high-trust service. Their experienced team provides a comprehensive range of financial services, catering to clients at every stage of life, from those just starting to those 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 best. With a track record spanning over a quarter of a century, the team has established a solid reputation for helping clients plan and achieve their financial goals.