When Don W. Goelzer founded our firm five decades ago, his vision was to surround himself not just with qualified investment professionals, but with people who shared the same core values.
It’s this philosophy—along with offering fee-based investment advice and the highest level of client service—that has helped us grow from a small company to the investment advisory firm we are today.
Since our founding, we have assisted successful individuals, families, and institutions in meeting their unique financial and investment objectives. We provide investment advisory, consulting, and asset management services to more than 600 clients, with more than $3 billion in total assets under advisement across 40 states.
Goelzer team members are the architects behind all of our investment plans, developing customized approaches based on original research.
Goelzer's team of experts