Adrian O. Miller
CFA

Adrian Miller serves the Director of Goelzer Private Office and Senior Wealth Advisor at Goelzer Investment Management. Adrian joined the firm in 2021 and brings over 20 years of experience across wealth management including portfolio management, research analysis, and leadership roles across trust and investment management.

At Goelzer, Adrian works closely with multi-generational families through the firm’s Goelzer Private Office offering, serving as an integrated advisor and acting in the capacity of a family’s CFO. This includes investment management, alternative investments, trust services, estate and tax planning coordination, philanthropic advisory, family governance, and facilitating communication across generations.

Prior to joining Goelzer, Adrian spent two decades with Wells Fargo Private Bank, where he advised high-net-worth individuals and multi-generational families. He also held various leadership positions that included teams of investment management and trust professionals throughout the Great Lakes.

Adrian is deeply committed to community involvement. He has served as a youth baseball coach in Zionsville, a board member with Ronald McDonald House, and currently chairs the board of Herron Classical Schools, a top-performing charter school network in Indianapolis. He also serves on the President’s Advisory Council for Excellence (PACE) at Huntington University.

Adrian holds a Bachelor of Science degree in Business from Huntington University and the Chartered Financial Analyst (CFA) designation. He is a member of the CFA Institute and the CFA Society of Indianapolis.