WHAT WE DO
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 MoreInvestment 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 MoreFinancial Planning
Our team of CERTIFIED FINANCIAL PLANNERS™ provide a comprehensive level of planning for clients at various stages of their lives
Learn MoreTax 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 More401(k) Plan Service
Geier Asset Management has services geared to help business owners & individuals design, implement & manage their retirement accounts.
Learn MoreWho We are
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.
Who We Serve
Accumulators
Close to Retirement
Retired
Accumulators
Close to Retirement
Retired
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
