Joseph Goetz
Founding Partner @Elwood & Goetz Wealth Advisory Group
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WORK HISTORY
Founding Partner @Elwood & Goetz Wealth Advisory Group
US
At Elwood & Goetz, I\'ve played a pivotal role in establishing an independent, fee-only comprehensive wealth management model that prioritizes fiduciary responsibility. By implementing innovative financial planning strategies, we help clients achieve their financial goals while ensuring transparency and trust. Our firm has successfully served clients nationwide, building a reputation for excellence in wealth development and preservation.
EDUCATION
The University of North Carolina at Chapel Hill
Psychology & Leadership
Texas Tech University
Doctor of Philosophy - PhD, Financial Planning
University of Missouri-Columbia
, Psychology, Statistics
SKILLS
ABOUT JOSEPH GOETZ
As a founding partner at Elwood & Goetz Wealth Advisory Group, I have spent nearly two decades fostering a client-centered, fee-only wealth management approach grounded in fiduciary responsibility. Our team empowers individuals and families nationwide with strategic retirement planning, evidence-focused investment strategies, and goals-based financial advice that prioritizes transparency and trust. At the University of Georgia, I serve as a Josiah Meigs Distinguished Professor, advancing the profession of financial planning through innovative graduate programs, research, and hands-on training. My work focuses on the intersection of financial planning, behavioral science, and client communication to drive meaningful financial outcomes. With a commitment to education and professional growth, I strive to elevate financial planning as both a science and a helping profession.
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