OBJECTIVE. SPECIALIZED. TRUSTED. LEADING THE WAY WITH STRATEGIC FINANCIAL ADVICE
Geller & Company was founded in 1984 by Martin J. Geller, who recognized the need for comprehensive, outsourced CFO Services and related offerings for a variety of clients. Today, more than 500 professionals work at Geller & Company.
Geller & Company provides custom strategic financial advisory and wealth management solutions to a broad range of clients. We’ve built our business on relationships – anticipating and fulfilling our clients’ financial management and operating needs. Our clients – businesses, individuals, families and non-profit organizations – call on us for independent and cross-disciplinary advice.
As the firm has grown, it has expanded its services to private wealth clients by establishing Geller Advisors LLC, a wholly owned subsidiary and SEC Registered Investment Advisor. We integrate the counsel of both external and internal industry professionals to guide our thinking and promote objectivity, from our strategic decisions to our service lines. Sound oversight is a foundation principle for us, and it’s critical for our clients.
Advocates for Our Clients
We strive to meet client expectations through a deep understanding of their goals. Our diverse team of professionals works collaboratively with clients to deliver comprehensive solutions for their financial management needs.
Independent and Objective
We are privately held and work solely for the benefit of our clients. We view our independence as a great strength. Avoiding conflicts of interest means we can serve our clients the way they expect.
Security and Privacy
Digital security is at the heart of our clients’ financial well-being. We make significant investments in technology and other infrastructure to protect clients’ sensitive information. Our clients benefit from the highest standards of confidentiality, disaster recovery, and regulatory compliance.
Committed to Our People
Our professionals are our greatest asset. We provide our people with every opportunity to grow personally and professionally. We take those commitments seriously in everything we do.