WHAT WE DO


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Investment Advisory & Management

Geier Asset Management provides high impact financial strategies backed by elite client service to guide you throughout your career and into retirement.

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Financial Planning      

Our team of CERTIFIED FINANCIAL PLANNERS™ provide a comprehensive level of planning for clients at various stages of their lives

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Tax Planning & Preparation

Our team of award-winning Certified Public Accountants works hard year-round to minimize your tax burden while incorporating all aspects of your financial life into our planning, leading to optimal efficiency and results.

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401(k) Plan Service

Geier Asset Management has services geared to help business owners & individuals design, implement & manage their retirement accounts.

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Investment Advisory & Management

Geier Asset Management provides high impact financial strategies backed by elite client service to guide you throughout your career and into retirement.

Learn More

Financial Planning      

Our team of CERTIFIED FINANCIAL PLANNERS™ provide a comprehensive level of planning for clients at various stages of their lives

Learn More

Tax Planning & Preparation

Our team of award-winning Certified Public Accountants works hard year-round to minimize your tax burden while incorporating all aspects of your financial life into our planning, leading to optimal efficiency and results.

Learn More

401(k) Plan Service

Geier Asset Management has services geared to help business owners & individuals design, implement & manage their retirement accounts.

Learn More

Who We are


Meet our dedicated and experienced team at Geier Asset Management. We handle tax planning, investment management, financial planning, and retirement plan services for clients nationwide.
Joseph N. Geier, CPA

President/Client Manager
Brian Woods

Vice President/Client Manager
Gregory Palacorolla, CFP®

Director, Wealth Management
Daniel Mules, CPA

Client Manager
Brendan Winkler, CPA

Portfolio Accountant
Deborah Kresslein

Portfolio Administrator
Julie Keller

Executive Assistant

Independent and Comprehensive Financial Advisors

Proudly serving Howard County, Baltimore, and surrounding areas

A registered investment advisory firm specializing in helping individuals and families to determine what is most important in their financial lives, identify short and long term goals, and create the optimal plan for achieving this state of comfort and security. A large portion of our client base consist of baby boomers and retirees as our customized investment approach built around income generation is effective in all market environments.

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Who We Serve


Accumulators

Close to Retirement

Retired


Accumulators


Close to Retirement


Retired

Your Financial Goals Are Within Reach.
we’ll achieve them together

Our Difference


Fee-Based Financial Planners

Investment management revenues received are from the fees our clients pay and not linked to any specific product.

Fiduciary

Held to the highest standard, Registered Investment Advisors and CFPs are required to act solely in the client's best interest employing rigorous ethical standards.

financial Advice

Finances can seem complex and overwhelming at times. Our clients have questions from which estate planning documents are needed to refinancing options to social security claiming strategies. We are their one-stop for all things financial.

customer focused

From the time our doors opened our sole focus has been and always will be to serve our clients to the best of our ability. As the lifeblood of our business, they come first!

Open Architecture

Our open architecture platform allows us to offer "best in class" investment vehicles without limitations yielding true independence and transparency.

comprehensive

We utilize an integrative approach with all our clients as we know each financial area in life has a direct impact on the others. When managed properly, this interrelatedness can generate optimal financial results.

Our Difference


Fee-Based Financial Planners

Investment management revenues received are from the fees our clients pay and not linked to any specific product.

Fiduciary

Held to the highest standard, Registered Investment Advisors and CFPs are required to act solely in the client's best interest employing rigorous ethical standards.

financial Advice

Finances can seem complex and overwhelming at times. Our clients have questions from which estate planning documents are needed to refinancing options to social security claiming strategies. We are their one-stop for all things financial.

customer focused

From the time our doors opened our sole focus has been and always will be to serve our clients to the best of our ability. As the lifeblood of our business, they come first!

Open Architecture

Our open architecture platform allows us to offer "best in class" investment vehicles without limitations yielding true independence and transparency.

comprehensive

We utilize an integrative approach with all our clients as we know each financial area in life has a direct impact on the others. When managed properly, this interrelatedness can generate optimal financial results.

Schedule Your Complimentary Consultation Today
It’s never too early to start planning. Reach out to one of our advisors today to get your future started.

Complimentary Consultation Form

affiliations
We are proud to be affiliated with the following organizations.