About Global Advisers

When it comes to your wealth, clarity matters.

About Global Advisers

Global Advisers is an investment & wealth management firm that provides investment management, financial planning, and strategic financial advice to individuals, families, businesses, and institutions. We combine decades of experience, institutional resources, and personalized guidance to help clients build, manage, protect, and transfer wealth.

About Global Advisers

When it comes to your wealth, clarity matters.

When it comes to your wealth, clarity matters.

Global Advisers is an investment & wealth management firm that provides investment management, financial planning, and strategic financial advice to individuals, families, businesses, and institutions. We combine decades of experience, institutional resources, and personalized guidance to help clients build, manage, protect, and transfer wealth.

Learn more about us

Learn more about us

Our Mission

To improve, change, and optimize how people invest and save.

We believe capital is a force for good — a resource that can fund dreams, protect futures, and leave meaningful legacies. Our mission is to help clients achieve long-term financial success through tax-efficient strategies, evidence-based investment management, and highly personalized planning. Every recommendation we make is anchored in your goals, your values, and your best interests.

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Our Business Principles

We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.

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Company Information

philadelphia

Our Firm

Global Advisers is a registered investment firm providing a wide range of financial services to a diversified client base that includes corporations, organizations, endowments, and individuals. The firm is headquartered in Philadelphia, Pennsylvania, and is structured to meet clients in all major cities worldwide.

our approach

Our Approach

At Global Advisers, our approach begins with a simple principle: financial advice should be rooted in your goals, not in sales, products, or trends. We offer a structured, fiduciary process that puts strategy first — guided by experience, driven by data, and aligned with your long-term interests.

solutions

Our People

At Global Advisers, we believe that the quality of your financial experience depends on the people behind it. That’s why we’ve built a team of professionals who combine expertise, integrity, and responsiveness — not just in strategy, but in service.

corporate executive

Leadership

Leadership begins with accountability — to our clients, our values, and our mission. Every decision we make is grounded in the belief that your interests come first. Our leadership team is responsible for ensuring that everything we do reflects that standard: from how we manage portfolios to how we return phone calls.

Global Advisers Investment and Wealth Management

Careers

Explore Careers at Global Advisers and learn more about our firm, our people, and our culture.

Explore

Learn more about what we do and the individuals, families, businesses, and organizations we serve.

Galleon Wealth Management

Galleon Wealth Management is a registered DBA owned by Global Advisers. Galleon Wealth Management is not a separate legal entity, and Global Advisers, LLC provides all investment advisory services offered under the Galleon Wealth Management name.

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Decades of trusted experience guiding professionals through complex financial decisions.

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800.832.8514

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