The Geller Advantage:

Established Experience Managing Exceptional Wealth

Our Story

A Firm Built for Individuals and Families of Significant Wealth

Geller was established in 1984 with a focus on financial and strategic advisory services. Over the years, the services we provide have expanded as we’ve evolved our robust capabilities to support our clients’ growing needs, including forming Geller Advisors LLC, a registered investment adviser (RIA), in 2005.1

Today, individuals and families of affluence partner with Geller when they require sophisticated, private wealth management solutions that go beyond the capabilities of traditional wealth advisors. We bring our heritage as a strategic advisory firm to every client engagement, partnering with families to understand what matters most to them and implementing goals-based strategies through multidisciplinary services and expertise. Our primary objective to come together as advocates for our clients is instilled within our guiding principles and reflected within our corporate branding.

Whether you are facing a life-changing event or aiming to provide future generations with an infrastructure for successful wealth management, Geller professionals will draw from years of established experience to support and guide you.

“When I founded Geller, it was centered on a commitment to innovation, client service, openness and inclusion, and giving back to our community. This philosophy has successfully guided every step of our journey and is the reason we remain privately held. Our independence allows us to carefully select the clients we want to build relationships with, to advocate and work solely for the benefit of our clients, and to continually invest in our world-class capabilities—including hiring the most talented professionals to be a part of our team. We truly cherish our clients and pride ourselves on going above and beyond to meet their needs.”

Martin J. Geller
Founder and Chairman

Our People

Geller professionals have years of established experience working with leading corporations and some of the world’s wealthiest individuals and families and take pride in applying their expertise to serve as our clients trusted advocates and thought partners.

mission

To enrich, safeguard, and simplify the complex financial lives of individuals and families of significant wealth.

VISION

To deliver world-class financial solutions that provide our clients with the freedom to redefine industries and transform communities.