Royal Capital Wealth Management
46yrs
Top advisor by experience in Carmel
12yrs
Gavin Stephens
Full name on record: Gavin Wayne Stephens
Financial advisor at Goelzer Investment Management
Based in Carmel, Indiana, Gavin Stephens is a fiduciary financial advisor with 12 years of industry experience. Gavin joined Goelzer Investment Management in 2014, a firm offering financial planning, investment management, and retirement plan consulting. Gavin holds the CFA designation.
One of 628 advisors with offices in Carmel, and one of 495 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office10 East Main Street Suite 110, Carmel, IN 46032
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$3.73 million
Advisors at the firm23
States licensed ?1 state
Services through Goelzer Investment Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2014 – nowGoelzer Investment ManagementCurrent firm
Contact Gavin
(317) 264-2600Goelzer Investment Management main office 10 East Main Street Suite 110Carmel, IN 46032Office · Get directions X (Twitter) pageGoelzer Investment Management
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Questions to ask Gavin
Tailored to Gavin’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gavin
How do I contact Gavin?
Call Goelzer Investment Management at (317) 264-2600 and ask for Gavin Stephens. Gavin works from the Carmel, IN office.
How long has Gavin been a financial advisor?
Gavin has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Gavin hold?
Series 65. Tap any license on this page to see what it allows.
Is Gavin a fiduciary?
Gavin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gavin paid?
Goelzer Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Gavin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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