The Suit Magazine

People often say that money can’t buy happiness. And on a basic level, Matt Geller agrees. “Although it can be key to improving your life,” he said, “money by itself doesn’t do anything to make things better.”

That’s why Geller and his team at GV Financial Advisors make it a point to step back and look at the big picture. They work to improve not only clients’ finances, but their quality of life as well. “That’s the area today where we’re making a big impact,” Geller said.

The company offers a comprehensive program called Guided Wealth Transformation™, which promotes the idea that true wealth is about more than money—other factors are just as important, such as wisdom, community involvement and personal health. Cash can’t do much when it’s just sitting there in a vault, notes Geller. But used wisely, it can truly enrich people’s lives.

The program also helps clients to manage their emotions when it comes to their assets, which can lead to smarter financial decisions. Helping people narrow down their priorities keeps them from allotting their resources to projects that do not work toward their ultimate goals, Geller said.

He notes that fear has had an outsized impact on the politics and the press surrounding the financial industry, when in fact the underlying fundamentals show vibrant, healthy U.S. companies making more revenue than ever before. “The fear keeps [the market] down and, in my view, fear will keep it down—until it doesn’t. When that will happen, I don’t know,” said Geller. He feels that public education is essential during these tumultuous times, so the GV Financial website regularly publishes insightful, accessible articles on finance and investing.

Geller’s optimism came in handy when GV Financial saw a 50 percent drop in revenue at the beginning of the recession. The company opted to focus on its clients and train its financial advisers to take a less technical role in their work. For Geller, it was illuminating to see the staff of 15 advisers transform from being rooted in technical training to applying the nuances of financial planning. Realizing the power of helping people and seeing the positive impact on clients has been absolutely amazing, he said. Today, the business continues to grow and is projected to see about $10 million in revenue this year.

Looking forward, Geller said the company is ready to revamp its computer systems and software to develop an even better system for both its current clients and the 40 to 50 more they hope to gain in 2012.

For more information, please visit: www.gvfinancial.com

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