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.
3 Best Financial Services in Athens, GA
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TOP 3 FULLY FINANCIAL REVIEWS
We highly recommend working with Fully Financial! From the very first meeting we had, we knew that Ben and Cody would be a great fit for us. They made it clear that they’d always have our best interests in mind. We initially met with expectations of getting a handle on our investments and planning for retirement, but we have come out with so much more. From the beginning, they’ve helped us develop a customized, comprehensive, yet flexible financial plan that we feel confident in applying- not only our short, mid, and long term goals, but everything in between. Financial decisions can be stressful, but Ben and Cody truly make things feel easy. They are both excellent communicators and do a wonderful job of explaining things in a way that makes sense. We appreciate that they are always available to answer questions, no matter how big or small. It is evident that they both have a passion for helping clients reach their goals. We are so grateful to be clients of Fully Financial.
I met Ben and Cody earlier this year through a mentor/close friend. At the time, I was feeling overwhelmed and uncertain about my financial plan. Working with them has completely alleviated these feelings. They are incredibly dedicated, responsive and transparent and have simplified my financial planning/investment process. Their comprehensive financial plan is tailored to all of your individual short and long term goals, and their thought process is streamlined and easy to follow. I cannot recommend their services enough.
Ben & Cody have been incredible. We have had a complicated year and could not have gotten through it without them. They are smart, professional, and compassionate. They have gone above and beyond and let us know where we could improve. Their financial guidance has put us on the right track and we are in a much better place with their help. They are great communicators and have advised us in many aspects of our portfolio and all areas have been very beneficial.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
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.
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Amount - Annual Fee
First $2,000,000 - 1.00%
Next $2,000,000 - 0.75%
Next $6,000,000 - 0.50%
All assets above $10,000,000 - 0.25%
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Fri: 8am - 4pm
Sat & Sun: Closed
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TOP 3 ELWOOD & GOETZ REVIEWS
I have been a client of Elwood & Goetz Wealth Advisory Group for more than 10 years. I could not be more satisfied with their work. They are dedicated professionals who work hard to assure their clients have the best service possible. They work with each individual to provide the level of detail and understanding they wish to have, and are willing to meet as often as the client desires. They personalize their services to the individual client needs and go above and beyond to assure the client is knowledgeable about their financial planning.
We’ve been using E&G for a few years now and we’re super happy with their professionalism, easiness to get in touch with, reliable and patient. They take care of everything financially related in our lives. Plus we work with Ben Jacobs whom we like a lot! Performance wise, they’ve excelled in the good years and minimized the loses in the low ones. They even found the house of our dreams in Athens. Man, we just lov’em. Cheers.
Can not recommend highly enough. We've worked with Elwood & Goetz for a decade now and it's been a pleasure each and every year. Their staff is attentive and knowledgeable. More than anything, they are problem solvers. They have never failed to do their best to find an answer or steer us in the right direction no matter what question we throw their way.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
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.
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Sat & Sun: Closed
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TOP 3 MITCHELL INVESTMENT GROUP REVIEWS
The team at Mitchell Investment Group really make you feel like family. The reach out to check in periodically--not to sell stuff but just to review current accounts and touch base to make sure you're satisfied as an investor. Mark and Rex have always been terrific and given me honest answers to any questions.
Mark and his team are wonderful. They have done a ton of stuff for me personally as well as my businesses. I trust them to steer us in the right direction. If you want someone who cares about you and your success, go to Mitchell Investment Group.
Rex and the entire team are very professional, friendly and take care of my requests super fast! I have been using their services for many years now and am always glad I do. They have my trust.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.