OBJECTIVE. SPECIALIZED. TRUSTED. LEADING THE WAY WITH STRATEGIC FINANCIAL ADVICE
Geller & Company provides custom strategic financial advisory and wealth management solutions for businesses, individuals, families and not-for-profit organizations who rely on the firm for independent and cross-disciplinary advice. Founded in 1984 by Martin Geller, the firm now employs more than 500 professionals.
Geller & Company’s success is a result of its long-held operating philosophy:
Advocates for our clients. We work collaboratively with our clients to deliver comprehensive solutions for their financial management needs.
Independent. We are privately held and work solely for the benefit of our clients.
Secure. We uphold the highest standards of confidentiality, regulatory compliance, technology infrastructure and disaster recovery for the benefit of our clients.
Committed to our people. We provide our people with every opportunity to grow personally and professionally.
Committed to our community. We are committed to supporting societal change and providing platforms for our people to become more involved and contributing citizens.