Lauren
Way
Elwood & Goetz
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About this Advisor
Lauren Way is a certified financial planner based in Atlanta, Georgia who has 1 year of industry experience. Way is on the advisory team at Elwood & Goetz. During their career, the advisor has held roles at Student, Vision Financial Group, Fidelity Investment, Elwood & Goetz Wealth Advisory and Elwood & Goetz Wealth Advisory Group, LLC. Way holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Georgia. Elwood & Goetz is a financial advisory business that has its headquarters in Athens, GA. The company has offices in three locations and a total of 21 advisors. It manages $565 million in total assets across its 2,653 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm serves three charitable organizations. Of its 2,653 client accounts, 32% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Elwood & Goetz provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors depend on the financial services offered. Fees billed by Elwood & Goetz can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Elwood & Goetz Brokerage Details
$564,488,016
21
2,653
$212,773
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Lauren Way Work History
Lauren has been registered as a financial advisor for 1 years.*
Elwood & Goetz Wealth Advisory
Elwood & Goetz Wealth Advisory Group, LLC
Fidelity Investment
Vision Financial Group
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lauren Way to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Elwood & Goetz
Atlanta, GA
Athens, GA
Athens, GA
Athens, GA
Athens, GA
Athens, GA
Athens, GA
Athens, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
