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 is this philosophy—along with offering fee-based investment advice and the highest level of client service—that has helped us grow to the comprehensive wealth management firm we are today.
Our Core Purpose is to enrich the lives of our clients, colleagues, and community.
We earn and uphold confidence by acting in the best interests of those we serve.
We choose the difficult right over the easy wrong.
We value and seek understanding among different perspectives.
We listen and we reflect. When we act, we do so with intention and care.
We are unwavering in our dedication to exceeding expectations.
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 $3.5 billion in total assets under advisement across 37 states.
1969 – Founding of Goelzer and Co., Inc.
1971 – First Institutional Client
1981 – SEC Registered Investment Advisory Firm
1989 – First Fee-based Discretionary Client
1990 – Launched Core Equity Strategies
1992 – Repositioned Goelzer & Co. as Goelzer Investment Management
2005 – Launched Rising Dividends Equity Strategy
2009 – Launched Non-Traditional Assets Strategy
2014 – Formalized Goelzer Private Client Comprehensive Wealth Planning Group
2014 – Formalized Goelzer Institutional Advisory Services OCIO Service Model
2016 – Launched Core Blend ESG Equity Strategy
2020 – Launched Alternative Fixed Income Strategy
2021 – Formalized G•PRO Services for Professional Athletes
2023 – Expansion of Goelzer Private Office Services
Goelzer team members are the architects behind all of our investment plans, developing customized approaches based on original research.
Chief Executive Officer
Chief Executive Officer
B.A., Indiana University
44 years
1981
Greg is a member of the CFA Institute and the CFA Society of Indianapolis, a member of the Chicago chapter of the Midwest chapter of Kappa Beta Phi, and The American Business Club.
Member of the Board of Directors at the American Piano Awards, serving as Vice Chair.
Greg is a member of the CFA Institute and the CFA Society of Indianapolis, a member of the Chicago chapter of the Midwest chapter of Kappa Beta Phi, and The American Business Club.
Member of the Board of Directors at the American Piano Awards, serving as Vice Chair.
President
President
Indiana University School of Law
B.A., Wabash College
4 years
2020
CFA Society of Indianapolis (2023-24), Visit Indy Board of Directors (2009-17), Super Bowl XLVI Host Committee (2010-12), Indianapolis City Market Board of Directors (2012-14), Orchard School Diversity Committee (2012-14), Project Home Indy Board of Directors (2012-15), Neighborhood Association Board of Directors (2017-19), and Tourism Tomorrow Indy Board of Directors (2019).
Recognized as a Sagamore of the Wabash (2020) and in the IBJ’s Who’s Who in the Law (2011) and the IBJ’s 40 Under 40 (2009).
Member of the Boards of Directors of the Indiana Chamber of Commerce and Girls, Inc. of Greater Indianapolis.
CFA Society of Indianapolis (2023-24), Visit Indy Board of Directors (2009-17), Super Bowl XLVI Host Committee (2010-12), Indianapolis City Market Board of Directors (2012-14), Orchard School Diversity Committee (2012-14), Project Home Indy Board of Directors (2012-15), Neighborhood Association Board of Directors (2017-19), and Tourism Tomorrow Indy Board of Directors (2019).
Recognized as a Sagamore of the Wabash (2020) and in the IBJ’s Who’s Who in the Law (2011) and the IBJ’s 40 Under 40 (2009).
Member of the Boards of Directors of the Indiana Chamber of Commerce and Girls, Inc. of Greater Indianapolis.
Director of Finance
Director of Finance
BS Accounting, Magna Cum Laude, State University of New York at Albany
2024
Indianapolis Business Journal’s 40 under 40 recipient
Junior Achievement Best and Brightest Award
Jameson Camp Finance Committee
Indianapolis Business Journal’s 40 under 40 recipient
Junior Achievement Best and Brightest Award
Jameson Camp Finance Committee
Senior Partner
Senior Partner
B.S., Ball State University (Cum Laude)
37 years
2005
Andy is a member of the CFA Institute and CFA Society of Indianapolis.
Jameson Camp, former Board Member and Past President. Andy is also a member of the Indiana School of Medicine Planned Giving Committee and a previous board member of the CFA Society of Indianapolis.
Andy is a member of the CFA Institute and CFA Society of Indianapolis.
Jameson Camp, former Board Member and Past President. Andy is also a member of the Indiana School of Medicine Planned Giving Committee and a previous board member of the CFA Society of Indianapolis.
Chief Growth Officer
Chief Growth Officer
B.S., Purdue University
30 years
2007
Don earned his Licensed International Financial Analyst (LIFA) Certification in 2008. He was awarded KPMG Indianapolis “Best and Brightest” in 2004. He is a volunteer coach at St. Luke and Munciana Volleyball Club.
Co-Founder of Indy Pro Volleyball Federation franchise. Investment committee member for Independent Colleges of Indiana. He is also a member of the Purdue’s President’s Council and United Way Tocqueville Society.
Don earned his Licensed International Financial Analyst (LIFA) Certification in 2008. He was awarded KPMG Indianapolis “Best and Brightest” in 2004. He is a volunteer coach at St. Luke and Munciana Volleyball Club.
Co-Founder of Indy Pro Volleyball Federation franchise. Investment committee member for Independent Colleges of Indiana. He is also a member of the Purdue’s President’s Council and United Way Tocqueville Society.
Managing Director, Institutional Advisory Services
Managing Director, Institutional Advisory Services
Senior Partner
Senior Partner
B.S., Indiana University
35 years
1990
Indianapolis Business Journal’s “40 Under Forty” Award 2000. Brett is a member of the CFA Institute and CFA Society of Indianapolis.
Former Chapter Chair & Life Trustee of the Indiana Chapter of The Nature Conservancy, Treasurer & Chair of the Finance Committee of Indiana Landmarks, Member of the Indiana University School of Medicine Planned Giving Committee, and the Indiana University Kelley School of Business Dean’s Council.
Indianapolis Business Journal’s “40 Under Forty” Award 2000. Brett is a member of the CFA Institute and CFA Society of Indianapolis.
Former Chapter Chair & Life Trustee of the Indiana Chapter of The Nature Conservancy, Treasurer & Chair of the Finance Committee of Indiana Landmarks, Member of the Indiana University School of Medicine Planned Giving Committee, and the Indiana University Kelley School of Business Dean’s Council.
Managing Director, Private Client
Managing Director, Private Client
B.S., Miami University in Oxford, OH
M.B.A., DePaul University, Chicago, IL
32 years
2012
Brian is a member of the CFA Institute and the CFA Society of Indianapolis.
Board Member of College Mentors for Kids.
Brian is a member of the CFA Institute and the CFA Society of Indianapolis.
Board Member of College Mentors for Kids.
Chief Investment Officer
Chief Investment Officer
MBA, University of Louisville
MTS, Harvard Divinity School
B.A., Hanover College
10 years
2014
Member of the CFA Society and CFA Society of Indianapolis and a volunteer at the Cystic Fibrosis Foundation, Indiana Chapter.
President, Legacy Fund Trustees, Trinity Episcopal Church
Member of the CFA Society and CFA Society of Indianapolis and a volunteer at the Cystic Fibrosis Foundation, Indiana Chapter.
President, Legacy Fund Trustees, Trinity Episcopal Church
Director of Administration
Director of Administration
Course work at Indiana University Purdue University Indianapolis
21 years
2003
Little Red Door Cancer Agency, Board of Directors
Little Red Door Cancer Agency, Board of Directors
Perspectives from Goelzer’s team of experts
To find the contact information for one of our team members, click here.
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