Alden Shmerling
Financial Planning Coordinator at Elwood & Goetz Wealth Advisory Group - Athens-Clarke, GA, US
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Athens, Georgia, United States
Elwood & Goetz Wealth Advisory Group
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Elwood & Goetz Wealth Advisory Group
Athens-Clarke, GA, US • 20 - 49 EmployeesInvestment Bank/Securities Brokerage
As an independent wealth management firm and legal fiduciary, we are solely devoted to, and driven by, our clients' success. Achieving your dreams and ambitions is closely tied to setting financial goals. That's why we offer customized plans that help you find and stay on the right path.Helping you navigate your financial future is a responsibility we take seriously. And it's an opportunity we cherish deeply. With offices in Atlanta, Athens, and Charleston, Elwood & Goetz is one of the most highly educated and trusted financial planning firms in the country. We started with just one client and the promise to show up every day to deliver our very best work. And even as we've grown, we've held closely to this mission.