Lindsay Elwood (CFP®)

Lindsay Elwood focuses in the
following client markets or areas of practice:

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Women's Financial Planning Issues

Planning Specialties

Having three tenured faculty members of the financial planning program at The University of Georgia as members of our professional team, we have a natural knowledge-base and skill-set in working with university faculty, staff, and administrators.

Our team also specializes in retirement income distribution planning and helping individuals and couples successfully plan for, and transition into, retirement. Our investment management services are provided within the framework of sophisticated tax planning and ongoing academic research.

Additional Information

Our firm is one of the rare, truly independent, wealth management firms in the country, and the only firm in the Athens area offering investment management and financial planning services from a team of Certified Financial Planner(TM) professionals and Certified Retirement Counselors within a fee-only compensation model (i.e., no commissions).

Our team consists of talented, educated, and conscientious individuals who, every day, work to optimize the goal attainment + financial life plan of our clients. As fiduciaries to our clients, we provide an innovative and progressive model for personalized financial planning and wealth management.

Our client relationships are life-long, characterized by unparalleled personal attention and customer service. We believe it is due to this personalized attention as well as our successful investment management that we have over a 99% client retention rate.