Peter S. Geldis, CFP®

Managing Director

  • Focus: Helping clients define and achieve financial goals
  • Education: Bachelor of Science, Miami University; Master of Business Administration, The Ohio State University Fisher College of Business
  • Certifications: CERTIFIED FINANCIAL PLANNER™ professional
  • Fun Fact: Peter enjoys playing basketball and spending time with his wife and three children.

Peter is passionate about helping people connect their finances to their life goals. This approach to wealth management focuses on creating a guided vision of what each client desires to accomplish, and then walking with them during every step along the path.

Peter enjoys developing financial and investment strategies, financial independence plans, portfolio design, business transitions, tax planning and wealth transfer strategies.

Peter joined Hamilton Capital in 2006 and enjoys working with a broad range of clients, including families, health care professionals, business owners, executives and entrepreneurs. Peter is a member of Hamilton Capital’s Strategic Leadership Team, helping guide the vision and execution of the firm’s near-term and long-term objectives for the benefit of clients and team members.

Peter holds a Bachelor of Science in Business Administration from Miami University and a Master of Business Administration from The Ohio State University. He is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the Financial Planning Association.

Our team focuses

on deeply understanding clients’ hopes and goals to create a shared vision for how we can join them in implementing strategies to achieve what is most important to them.