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: trust, integrity, respect, commitment, and a positive attitude.
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. Our 30+ professionals are focused on our three core strengths: Research, Relationships, and Results.
Since our founding, we’ve been assisting private clients, families and institutional investors in meeting their unique financial and investment objectives. Today, we provide investment advisory, consulting, and asset management services to over 550 clients, with approximately $2.2 billion in total assets under advisement in 35 states and Europe.
Goelzer team members are the architects behind all of our investment plans, developing customized approaches based on original research.
Goelzer's team of experts