Geller Advisors provides financial services to individuals and families of significant wealth, non-profit foundations, and operating businesses. We are a wholly-owned subsidiary of Geller & Company and an SEC registered investment adviser.¹

Our firm provides Investment Management, Strategic Financial Planning, Tax Services, CFO Services, and Cyber Services – as well as bespoke financial and business advisory services.

Geller Advisors is privately held. We consider our independence our strength.

We strive to meet client expectations through a deep understanding of their goals and what it takes to achieve them. Our primary metric of success is continual client satisfaction.

We help clients simplify complex and intricate financial challenges with a comprehensive, thoughtful and collaborative planning process. We believe our integrated and customized approach has earned us a reputation for crafting innovative solutions for our clients.


_{¹ This registration does not imply any level of skill or training.}