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Serving investors since 1969

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.

Heritage

Building on a tradition of trust.

Since our founding, we’ve been assisting private clients, families and institutional investors in meeting their unique financial and investment objectives. We provide investment advisory, consulting, and asset management services to over 550 clients, with more than $2.5 billion in total assets under advisement across 35 states.

1969  -  Founding of the firm

1971  -  First Institutional Client

1981  -  SEC Registered Investment Advisory

1989  -  First fee-base Discretionary Client

1990  -  Launched Core and Growth Strategies

1998  -  Core Value Strategy Inception

2000  -  Launched Sector Allocation, Equity Income, and Non-traditional/Alternative Strategies

2005  -  Launched Rising Dividends Equity Strategy

2009  -  Began Non-Traditional Assets Strategy

2014  -  $1 Billion under Advisement

2016  -  Launched Core Blend ESG Equity Strategy

2019  -  $2 Billion under Advisement

2020  -  Created Alternative Fixed Income Strategy

2022  -  Best Place to Work for Financial Advisors

Growth

Our experience guides the way.

Goelzer team members are the architects behind all of our investment plans, developing customized approaches based on original research.

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