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Joe Goetz
Oprichter bij Elwood & Goetz Wealth Advisory Group LLC
Profiel
Dr. Joseph W.
Goetz is a Founding Partner & Chief Investment Officer at Elwood & Goetz Wealth Advisory Group LLC.
He specializes in assisting individuals and couples with their retirement planning.
He has developed extensive expertise in advanced financial planning strategies and is passionate about implementing those strategies to optimize clients’ investment and retirement plans.
He is a co-founder of the University of Georgia ASPIRE Clinic, which provides pro bono financial planning and counseling to low-income families in the greater Athens area.
Dr. Goetz served (2009-2012) as the Director for the University of Georgia Financial Planning Program.
He taught courses in financial planning and plan development, and received the Richard B.
Russell Award for Excellence in Teaching.
His teaching experience translates well into his work with clients, as he strongly believes in taking whatever amount of time is required to ensure clients understand and feel comfortable with the details of their financial plan and investment strategy.
Dr. Goetz received his bachelor’s degree with honors from the University of Missouri-Columbia.
He completed his graduate studies at the University of North Carolina at Chapel Hill and Texas Tech University, where he completed three higher degrees, including a doctorate focused on financial planning.
Actieve functies van Joe Goetz
Bedrijven | Functie | Begin |
---|---|---|
Elwood & Goetz Wealth Advisory Group LLC
![]() Elwood & Goetz Wealth Advisory Group LLC Investment ManagersFinance Elwood & Goetz Wealth Advisory Group LLC (E&G) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Athens, Georgia. The firm was founded in 2010 by Lindsay Elwood and Joseph Goetz. E&G provides investment advice and/or management supervisory services to affluent and emerging affluent individuals, families, and their related entities, trusts, estates and family businesses. The firm also manages endowments and company retirement plans. | Oprichter | 30-08-2010 |
Eerdere bekende functies van Joe Goetz
Bedrijven | Functie | Einde |
---|---|---|
University of Georgia | Corporate Officer/Principal | 01-01-2012 |
Opleiding van Joe Goetz
University of Missouri | Undergraduate Degree |
Texas Tech University | Doctorate Degree |
The University of North Carolina at Chapel Hill | Graduate Degree |
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Elwood & Goetz Wealth Advisory Group LLC
![]() Elwood & Goetz Wealth Advisory Group LLC Investment ManagersFinance Elwood & Goetz Wealth Advisory Group LLC (E&G) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Athens, Georgia. The firm was founded in 2010 by Lindsay Elwood and Joseph Goetz. E&G provides investment advice and/or management supervisory services to affluent and emerging affluent individuals, families, and their related entities, trusts, estates and family businesses. The firm also manages endowments and company retirement plans. | Finance |