Athens, GA Office

Samuel Bahde is a CFP® professional with three years of experience at Elwood & Goetz Wealth Advisory Group. Prior to joining Elwood & Goetz in 2023, he worked in mortgage services and held roles at the University of Georgia. Outside of advisory work, he is a farm independent contractor. Elwood & Goetz Wealth Advisory Group is a fee-only investment management and financial planning firm serving affluent and emerging-affluent clients, including families, trusts, and plan sponsors. The firm emphasizes diversified, tax-efficient portfolios managed primarily through passive strategies aligned with Modern Portfolio Theory.

Paul Brown is a CFP® professional with 17 years of industry experience. He has been a member of Elwood & Goetz Wealth Advisory Group since 2013 and is also the owner of New Planner Recruiting, where he works full-time. Prior to joining Elwood & Goetz, he worked at Strategic Financial Planning, Inc. from 2006 to 2009. Elwood & Goetz Wealth Advisory Group is a fee-only firm serving affluent and emerging-affluent individuals and institutions. The firm’s investment approach emphasizes diversified, tax-efficient portfolio management using passive index funds and ETFs, with discretionary financial planning tailored through written Investment Policy Statements.

Vincent Clark is a CFP® and Series 66 licensed advisor with four years of industry experience. He is currently with Elwood & Goetz, where he has worked since 2022. His prior experience includes roles at Wipfli Financial, Redwood Wealth Management, and The Ayco Company. Elwood & Goetz Wealth Advisory Group is a fee-only investment management and financial planning firm serving affluent and emerging-affluent clients, including individuals, families, trusts, and plan sponsors. The firm follows a Modern Portfolio Theory-based investment approach with an emphasis on diversification, strategic asset allocation, and primarily passive implementation using index funds and ETFs.

Alden Shmerling is a CFP® and Series 65 credentialed advisor with 15 years of industry experience. He has been with Elwood & Goetz Wealth Advisory Group, LLC since 2010. Elwood & Goetz is a fee-only wealth management and financial planning firm serving affluent and emerging-affluent individuals, families, trusts, estates, family businesses, and plan sponsors. The firm emphasizes diversification and tax-efficient portfolio management using Modern Portfolio Theory, primarily through passive investments such as index funds and ETFs.

Emily Stephenson is a CFP® professional at Elwood & Goetz with one year of industry experience. She has worked at Elwood & Goetz since 2020 and previously was employed at Marshall's from 2014 to 2020. Elwood & Goetz Wealth Advisory Group is a fee-only investment management and comprehensive financial planning firm serving affluent and emerging-affluent individuals, families, trusts, estates, family businesses, and plan sponsors. The firm’s investment approach emphasizes Modern Portfolio Theory, broad diversification, strategic and tactical asset allocation, and predominantly passive implementation through index funds and ETFs.

Tiffiny Hubbard is a CFP® and Series 66 holder affiliated with Elwood & Goetz, with seven years of industry experience. She previously worked at Merrill and Bank of America, N.A., before joining Elwood & Goetz. Elwood & Goetz Wealth Advisory Group is a fee-only firm serving affluent and emerging-affluent clients, including individuals, families, trusts, and plan sponsors. The firm applies Modern Portfolio Theory, emphasizing diversified, tax-efficient portfolios primarily using passive index funds and ETFs, and offers discretionary portfolio management alongside comprehensive financial planning.

Roy Larsen is a CFP® with 20 years of experience in the financial services industry. He has worked at Elwood & Goetz Wealth Advisory Group since 2026 and previously led Larsen Wealth Management for 13 years. His earlier career includes roles at LPL Financial and A. G. Edwards & Sons. Elwood & Goetz Wealth Advisory Group is a fee-only firm serving affluent and emerging-affluent clients, trusts, estates, and plan sponsors. The firm focuses on diversified portfolio management and comprehensive financial planning using a discretionary, tax-efficient approach grounded in Modern Portfolio Theory.

Swarnankur Chatterjee is a CFP® and holds a Series 65 license, currently serving as an advisor at Elwood & Goetz Wealth Advisory Group with one year of industry experience. He has been affiliated with the University of Georgia since 2007. Elwood & Goetz Wealth Advisory Group is a fee-only firm that provides investment management and financial planning to affluent and emerging-affluent clients, including individuals, families, trusts, and plan sponsors. The firm employs a Modern Portfolio Theory-based approach focused on diversification, strategic asset allocation, and primarily passive investments using index funds and ETFs.

Lance Palmer is a CFP® professional with 15 years of industry experience, currently with Elwood & Goetz Wealth Advisory Group since 2010. He also serves as a professor at the University of Georgia, a role he has held since 2004. Outside of his advisory and academic roles, Palmer is involved as a co-author of a personal finance textbook and holds leadership and investor positions in non-investment-related businesses including a software service and a fitness company. Elwood & Goetz is a fee-only investment management and financial planning firm that serves affluent individuals, families, trusts, and institutional clients. The firm follows an investment approach based on Modern Portfolio Theory, emphasizing diversification, tax efficiency, and passive strategies, while managing over $1 billion in discretionary assets through a team of 21 advisors.

Leading an Elite Team Lindsay’s exceptional expertise in tax-efficient investment strategies, portfolio management, and financial planning has empowered countless clients to reach their life and financial goals. Under her leadership, Elwood & Goetz has become the go-to firm for clients seeking a comprehensive, evidence-based approach to financial planning. Her ability to distill complex financial concepts into actionable, personalized advice has set her apart in the profession. Her strategic foresight and commitment to excellence have not only driven the firm's remarkable success but have also redefined the standard of care clients can expect from their financial advisory team. A Global Perspective with Deep Roots Lindsay’s rich personal and professional journey—growing up in Wyoming, studying in Texas, living abroad in Spain, and working in Miami before making Athens, Georgia her home—provides her with a broad, worldly perspective. This diverse background enables Lindsay to connect deeply with clients from all walks of life, helping her understand their unique needs and craft personalized financial strategies that resonate on a personal level. A Champion for the Future of Financial Planning In a profession where only 23% of Certified Financial Planner™ professionals are women, she is committed to mentoring and uplifting the next generation of female financial planners and fostering an inclusive environment within Elwood & Goetz that mirrors her dedication to excellence. Her team’s diverse makeup is a testament to her belief that the best results come from a variety of perspectives and experiences. Academic Excellence and a Commitment to Education Lindsay’s academic achievements underscore her status as a leader in the financial planning world. Graduating summa cum laude from Texas Tech University as the top student in investment management, she passed the rigorous CFP exam before even completing her degree. Her dedication to education extends beyond her own credentials; she has co-taught investment courses at the University of Georgia, sharing her vast knowledge and passion with future financial planners. Her role as both a practitioner and educator exemplifies her commitment to advancing the profession and empowering the next generation.

Connor Siegelski is a CFP® professional with one year of industry experience, currently serving at Elwood & Goetz Wealth Advisory Group, LLC. His prior roles include positions at Abrigo, Landmark Properties, PwC, and H. Lee Moffitt Cancer Center. Elwood & Goetz Wealth Advisory Group is a fee-only firm offering investment management and comprehensive financial planning to affluent and emerging-affluent individuals, families, trusts, family businesses, and plan sponsors. The firm employs a Modern Portfolio Theory-based approach focusing on broad diversification, strategic asset allocation, and tax efficiency, managing roughly $1.07 billion in discretionary assets with a team of 21 advisors.

Joseph Trlica is a CFP® professional with one year of experience at Elwood & Goetz Wealth Advisory Group, where he has worked since 2024. Prior to joining the firm, he held positions at the University of Georgia and The Home Depot. Elwood & Goetz Wealth Advisory Group is a fee-only investment management and financial planning firm serving affluent and emerging-affluent clients, including families, trusts, and plan sponsors. The firm employs a Modern Portfolio Theory-based investment approach, focusing on broad diversification and tax efficiency through passive strategies using index funds and ETFs.

Joseph Goetz is a financial advisor with Elwood & Goetz Wealth Advisory Group, LLC, holding a Series 65 designation and 14 years of industry experience. He has been with Elwood & Goetz since 2010. Outside of his advisory role, Goetz serves as a faculty member at the University of Georgia and holds executive positions in businesses involved in solar equipment leasing and AI software development for higher education accreditation. Elwood & Goetz Wealth Advisory Group is a fee-only firm that provides investment management and comprehensive financial planning to affluent and emerging-affluent clients, including individuals, families, trusts, estates, and plan sponsors. The firm employs a Modern Portfolio Theory-based approach focused on diversification, strategic asset allocation, and predominantly passive implementation using index funds and ETFs.

Melissa Barron is a CFP® and ChFC® with 17 years of experience in financial advisory. She has worked at Elwood & Goetz Wealth Advisory Group since 2020 and previously held roles at TIAA and Truist Investment Services. At Elwood & Goetz, team members receive a year-end bonus tied to recruiting new clients who meet the firm’s asset minimum. Elwood & Goetz Wealth Advisory Group is a fee-only firm serving affluent and emerging-affluent individuals, families, trusts, estates, family businesses, and plan sponsors. The firm provides discretionary portfolio management and financial planning based on Modern Portfolio Theory, emphasizing diversification, asset allocation, and tax efficiency through passive investment strategies.

Lindsay Lynn is a CFP® professional with three years of industry experience. She currently works at Elwood & Goetz Wealth Advisory Group, LLC and has previously held positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Elwood & Goetz is a fee-only investment management and financial planning firm serving affluent and emerging-affluent individuals, families, trusts, estates, family businesses, and plan sponsors. The firm employs a diversified, predominantly passive investment approach grounded in Modern Portfolio Theory and offers discretionary portfolio management along with comprehensive financial planning.