How ELWOOD & GOETZ Helps Clients – Key Takeaways:
ELWOOD & GOETZ is a highly reputable financial advisory firm that specializes in providing expert financial guidance to its clients. With a team of experienced and knowledgeable advisors, the firm is able to assist clients in achieving their financial goals and objectives.
Facts and Insights
ELWOOD & GOETZ has been in business for over 25 years and has established itself as a leader in the financial services industry. As of the latest data available, the firm has approximately $500 million in assets under management and a team of 12 dedicated advisors.
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 25 years |
Financial Services Offered
ELWOOD & GOETZ offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and risk management. The firm’s advisors work closely with clients to create personalized financial plans that cater to their unique needs and goals.
Client Types
The firm’s client base is diverse and includes individuals, families, small businesses, and corporations. ELWOOD & GOETZ is equipped to handle the financial needs of clients at every stage of their lives, from young professionals just starting out to retirees looking to protect and grow their wealth.
Fees & Compensation
ELWOOD & GOETZ operates on a fee-only compensation structure, which means that clients pay a flat fee for the financial services they receive. This fee is based on a percentage of the client’s assets under management, ensuring that the advisor’s interests are aligned with the client’s and there are no conflicts of interest.
Background
ELWOOD & GOETZ was founded in 1995 by John Elwood and James Goetz, two experienced financial advisors with a vision of providing top-notch financial services to their clients. Over the years, the firm has grown and expanded its services, while maintaining its commitment to delivering exceptional client experiences.
Financial Advisor Disclosures to Know
ELWOOD & GOETZ is a registered investment advisor, which means that it is legally obligated to act in the best interest of its clients. The firm also discloses any potential conflicts of interest and any disciplinary history of its advisors to ensure transparency and maintain the trust of its clients.