As CEO and Co-Founder of GV Financial Advisors, one of Atlanta’s highly-respected wealth management firms, David Geller has advised some very wealthy clients. However, despite having helped his clients, David became troubled that many were struggling to find greater satisfaction, happiness and meaning in their lives. Puzzled by the weak correlation between wealth and happiness, he began a passionate quest for answers.
David’s quest led to a deep understanding that the financial industry needed an entirely new way to meet the needs of its clientele. After years of study and development, he created the groundbreaking model of Behavioral Wealth Management.
“Wealth is more than money,” David explains. “It also incorporates our talents, wisdom, experience, and network of relationships. The industry as a whole works on a silo model, whereas clients can benefit from a team-based approach to help them look at money, decisions, and emotions together, in context, in order to lead more fulfilling and satisfying lives.”
Through years of interaction with GV’s wealthy clientele, David, his colleagues and business partners identified five barriers that often prevent people from using their wealth to create greater happiness. GV has developed or adapted more than 40 tools designed to help clients overcome those barriers.
David is a Phi Beta Kappa graduate of Emory University, where he earned his B.A. and his M.A., David earned his law degree from the University of Michigan Law School, where he served as an Editor of the Michigan Law Review. David worked as an associate attorney for the Atlanta-based law firm, Powell, Goldstein, Frazer & Murphy, LLP (bought several years ago by Bryan Cave) before entering the financial planning field in 1986 and establishing his own firm in 1991.
David has been consistently named as one of Barron’s top financial advisors in the U.S. and in Georgia (2009-2012, 2014). In 2009, he received the prestigious Turknett Leadership Character Award. The Atlanta Business Chronicle named GV Financial Advisors one of Atlanta’s top wealth management firms for 2011.
David’s articles and blog posts have appeared in numerous publications including The New York Times, The Wall Street Journal and The Huffington Post. In 2012 he published a book, “Wealth & Happiness: Using Your Wealth to Create a Better Life,” that draws on a fictional character to delve into the everyday impact of the concepts of Behavioral Wealth Management.
An in-demand speaker both in the United States and internationally, David enjoys sharing his distinctive wealth management philosophy through professional engagements and workshops for groups, GV clients and the public.