Financial Planning Services in Baltimore, MD
The best way to plan for your financial future is with the help of an expert financial advisor. Whether you’re looking to invest, are planning for retirement, or are simply seeking advice on how to manage your funds, a knowledgeable advisor will be able to assist you every step of the way to secure a more stable, enjoyable future.
At Geier Asset Management, our team of Certified Financial Planners™ and Certified Public Accountants is exceptionally qualified to assist with virtually any financial planning need. From retirement and estate planning to asset and investment management, we’ll help build a path to financial success for you and your family. Contact us to get started with our Baltimore team today!
Our Baltimore Area Financial Services
At Geier, we take pride in providing financial guidance for virtually every stage of life. We offer the following financial services to clients throughout Baltimore, Maryland:
- Budget & Cash Flow Analysis: Our team will review your cash flow and monthly budget to ensure you’re planning accordingly and not living beyond your means.
- Retirement Planning: We’ll guide you through the retirement planning process, taking into account your income needs, budget, and existing 401(k) or IRA account.
- Education Planning: If you’re planning on sending your child to college or are pursuing education yourself, we can help develop the proper plan to fund your education.
- Charitable Giving: The CFPs at Geier will ensure your charitable giving goals are met while also ensuring your overall budget is minimally affected.
- Insurance Planning: We can help you find the most affordable solutions for your insurance needs, allowing you to save while also staying protected.
- Estate Planning: It’s never easy to think about death, but our team will help make the process stress-free and easy so your loved ones have a plan of action following your passing.
- Investment & Advisory Management: Our team will provide you with the investment and asset management guidance you need, diversifying your portfolio for the strongest ROI.
No matter what your financial planning needs may be, our team offers the solutions necessary to achieve a stronger, more stable future. Contact Geier to start speaking to one of our CFPs today.
Why Choose Geier Asset Management?
For more than 20 years, Geier has proudly served the Baltimore region, providing exceptional financial planning services for those who need it most. We operate as a fee-based financial planning service, meaning our team receives a flat percentage on managed funds rather than earning commission. This helps ensure that your financial advisor remains closely aligned to your financial goals rather than working to earn commissions on investments that don’t make sense for your situation.
All transaction costs are charged by the investment product fund company — never by Geier. That means we don’t receive any compensation from transaction fees or commissions related to your accounts. We want your financial future to be brighter and more successful than ever, which is why we’ve formed a strategic relationship with Fidelity Investments, one of the largest, most widely respected investment product providers in the nation. Find out more about why Baltimore clients love working with Geier by contacting our team today.
Schedule Financial Service with Geier Today!
Whether you’re planning for your child’s college education or looking ahead to retirement, Geier offers the financial planning services you need to secure financial stability. Our team of CFPs and CPAs is uniquely qualified to handle all of your financial planning needs with ease. Contact us today to schedule your financial planning appointment!