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When you become a client at Goelzer, you’re served by a team of experienced investment professionals. We are disciplined, thoughtful, and research-driven—aiming for a holistic approach and acting as good stewards of your financial resources.
We pride ourselves on being client-centric, using planning-led solutions to deliver value. By managing your investments, we aim to help you achieve your goals, gain peace of mind, and feel more fulfilled.
about your goals and dreams
to uncover investment opportunities
in a portfolio that merges your goals with our research
to control risk while seeking positive returns
so you understand your portfolio and its performance
As a client of Goelzer, you receive our full attention and guidance, which we deliver as a fiduciary.
Creating and maintaining a portfolio that meets your risk tolerance.
Planning for a comfortable, fulfilling retirement.
Continually assessing the performance of your investments.
Determining the future of your wealth and assets.
Making the largest impact while creating tax efficiency.
Fees are based on assets under management, with a minimum of $1 million. We have fixed advisory fees for certain services including financial planning. We never charge transaction fees or collect any product-related commissions.
Goelzer’s private investor specialists average over 30 years of experience, leveraging deep insights to best serve you.
Managing Director, Private Client
Managing Director, Private Client
B.S., Miami University in Oxford, OH
M.B.A., DePaul University, Chicago, IL
28 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.
President
President
B.S., Indiana University
34 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 Investment Committee of the Indiana Landmarks Foundation, Member of the Indiana University School of Medicine Planned Giving Committee, the Indiana University Kelley School of Business Dean’s Council, and the Booth Tarkington Civic Theater's Board of Trustees.
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 Investment Committee of the Indiana Landmarks Foundation, Member of the Indiana University School of Medicine Planned Giving Committee, the Indiana University Kelley School of Business Dean’s Council, and the Booth Tarkington Civic Theater's Board of Trustees.
Chief Investment Officer
Chief Investment Officer
B.S., Ball State University (Cum Laude)
33 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.
Senior Wealth Advisor
Senior Wealth Advisor
B.S., Huntington University
22 years
2021
Adrian is a member of the CFA Institute and CFA Society of Indianapolis. He is active in Zionsville Century Club. He is a past member of Toastmasters. Adrian also has served as a youth baseball coach for the past three years.
Board Treasurer for Herron Classical Schools, Member of President’s Advisory Council for Excellence – Huntington University and Ronald McDonald House Charities (past)
Adrian is a member of the CFA Institute and CFA Society of Indianapolis. He is active in Zionsville Century Club. He is a past member of Toastmasters. Adrian also has served as a youth baseball coach for the past three years.
Board Treasurer for Herron Classical Schools, Member of President’s Advisory Council for Excellence – Huntington University and Ronald McDonald House Charities (past)
Director of Wealth Planning, Senior Wealth Advisor
Director of Wealth Planning, Senior Wealth Advisor
B.M., DePauw University (Cum Laude)
19 years
2016
Senior Wealth Advisor
Senior Wealth Advisor
B.A., Ball State University
25 years
2022
Dave is a current member of the Financial Planning Association.
Dave is a current member of the Financial Planning Association.
Private Investors
How Goelzer has helped private clients fulfill their goals
Client since 2010
Client since 1991
Client since 1999
Client since 2008
The executive had realized a significant decline in his net worth due to a decline in the value of his employer’s stock price. He was facing a lengthy delay in his target retirement date as well as the prospect of a modest lifestyle in retirement.
Sought investment growth and portfolio rebalancing to protect wealth from further downside risk
Wanted to find a new trusted advisor to help realize his financial goals.
The client hired Goelzer because he was familiar with its investment capabilities through his community service as the chairman of a not-for-profit’s investment committee.
Portfolio was reconstructed with the goal of improving the likelihood of having the wealth needed to reach the lifestyle he had envisioned.
Advised on how to handle stock options, including the timing and manner in which to exercise them.
Managed his concentrated stock position and established a periodic liquidation strategy that was compliant with company and SEC policies.
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Family group unexpectedly faced with investment and estate planning issues upon the passing of the family patriarch (a firm client) when the family is surprised to learn of his significant wealth
Beneficiaries were unaware and unprepared to inherit their relative’s sizable wealth
Working with the family’s other professional advisors, Goelzer created a wealth transfer strategy to minimize the tax impact upon the death of the surviving spouse
Managed new portfolios designed to meet the specific needs of individual family members who had inherited large amounts of wealth
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Faced with the prospect of a new lifestyle after divorce, our client had concerns about every aspect of her financial standing and needed trustworthy investment advice
Helped educate client and children on the importance of budgeting and saving
Devised a strategy to hedge capital gains and spread tax liability over time
Prepared a retirement and spending needs analysis and estimated future wealth projections
Set realistic spending expectations and redefined budget priorities
Constructed a well-diversified and tax efficient portfolio designed for growth as well as safety of principal
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Financial education
Savings plan
Tax-efficient portfolio management
Disability insurance
Portfolio structuring for long-term
Portfolio tailored to client needs of long-term financial security
Client was also able to enjoy a lifestyle that provided for his income needs
Established tax-deferred savings “buckets” to help fund his retirement
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Perspectives from
Goelzer's team of experts
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