Personal. Independent. Relationship-Driven.
Personal. Independent. Relationship-Driven.
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Brian Greenwell, President
Brian Greenwell brings more than 20 years of experience in the financial services and investment industry. A graduate of Purdue University, Brian began his career as a Financial Advisor with Merrill Lynch before serving as an Investment Executive with Feltl and Company and later as Vice President of Investments at Oak Ridge Financial.
In 2017, Brian founded Greenwell Capital Management, LLC to offer clients a more personal, independent approach to financial guidance. He believes strong financial relationships begin with understanding the individual—not just the portfolio. Brian takes the time to understand each client’s goals, priorities, and concerns and develops thoughtful investment strategies tailored to their individual needs.
Based in Owensboro, Kentucky, Brian serves clients across the country, providing wealth management, retirement planning, and portfolio management. His approach emphasizes straightforward guidance, personal attention, and long-term relationships, helping clients make informed financial decisions with greater clarity and confidence.
How we can Help
How we can Help
Personalized financial guidance designed around your goals and your future.
Personalized financial guidance designed around your goals and your future.
Wealth Management
Wealth Management
Coordinated financial guidance built around your goals, priorities, and long-term financial picture.
Retirement Planning
Retirement Planning
Personalized strategies designed to help you prepare for retirement with clarity and confidence.
Portfolio Management
Portfolio Management
Thoughtful investment management aligned with your goals, time horizon, and risk tolerance.
WHY GCM?
WHY GCM?
Independent advice. Personal attention. Long-term relationships.
Independent advice. Personal attention. Long-term relationships.
PERSONAL
Advice built around you—not a one-size-fits-all approach.
INDEPENDENT
Thoughtful recommendations based on your individual needs and goals.
RELATIONSHIP-DRIVEN
A long-term partnership with someone who knows you and your financial picture.
LET’S TALK ABOUT YOUR FINANCIAL FUTURE
LET’S TALK ABOUT YOUR FINANCIAL FUTURE
Personal guidance starts with a conversation.
Personal guidance starts with a conversation.
Whether you're planning for retirement, managing your portfolio, or looking for a trusted financial adviser, we're here to help.
Contact us at info@invest-gcm.com
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