For decades, our team has served the needs of successful families across multiple generations.
Many of these families have complex estates that demand specialized services that we provide, including generational wealth planning, philanthropic legacy planning, consolidated reporting, institutional investing consulting, alternative investments, and business advisory services. We now refer to this suite of services as Goelzer Private Office.
They need to work through a multitude of complex investments and business holdings.
They want an advisor who understands they are unique.
They value local expertise that leverages global resources.
They are concerned about their ability to share their legacy.
They seek comprehensive wealth planning strategies.
Clients choose us when they want to make one call to their trusted team.
After learning about your purpose, goals, and objectives, our advisors deliver a suite of comprehensive services designed to help you achieve your dreams.
Goelzer’s private client advisors average over 30 years of experience, leveraging deep insights to best serve you.
Director of Goelzer Private Office, Senior Wealth Advisor
Director of Goelzer Private Office, Senior Wealth Advisor
B.S., Huntington University
25 years
2021
Member of the CFA Institute and CFA Society of Indianapolis and a volunteer at Ronald McDonald House of Central Indiana. Previously served as coach of Zionsville Youth Baseball.
Board Treasurer for Herron Classical Schools, Member of President’s Advisory Council for Excellence – Huntington University and Ronald McDonald House Charities (past)
Member of the CFA Institute and CFA Society of Indianapolis and a volunteer at Ronald McDonald House of Central Indiana. Previously served as coach of Zionsville Youth Baseball.
Board Treasurer for Herron Classical Schools, Member of President’s Advisory Council for Excellence – Huntington University and Ronald McDonald House Charities (past)
Senior Partner
Senior Partner
B.S., Ball State University (Cum Laude)
36 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.
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 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.
Director of Wealth Planning, Senior Wealth Advisor
Director of Wealth Planning, Senior Wealth Advisor
B.M., DePauw University (Cum Laude)
21 years
2016
Michelle is a current member of the Estate Planning Council of Indianapolis and the Financial Planning Association.
Michelle is a current member of the Estate Planning Council of Indianapolis and the Financial Planning Association.
Senior Wealth Advisor
Senior Wealth Advisor
B.A., Ball State University
25 years
2022
Dave is a current member of the Financial Planning Association.
Board Member of Indianapolis Baroque Orchestra
Dave is a current member of the Financial Planning Association.
Board Member of Indianapolis Baroque Orchestra
Director of G•PRO Sports, Senior Wealth Advisor
Director of G•PRO Sports, Senior Wealth Advisor
MBA, University of Cincinnati
B.S., University of Dayton
20 years
2019
Former Board member of Easterseals Crossroads, the Nora Alliance, and the Riley Cheer Guild. He was awarded the Indianapolis Business Journal’s “40 Under Forty” in 2017.
Chair of Saint Luke Catholic Church Finance Council, Riley Professional Advisors Council, Ex officio board member of Riley Cheer Guild
Former Board member of Easterseals Crossroads, the Nora Alliance, and the Riley Cheer Guild. He was awarded the Indianapolis Business Journal’s “40 Under Forty” in 2017.
Chair of Saint Luke Catholic Church Finance Council, Riley Professional Advisors Council, Ex officio board member of Riley Cheer Guild
Perspectives from
Goelzer’s team of experts
To find the contact information for one of our team members, click here.
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