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Does Geier Asset Management implement and advise on company retirement plans?

Because of the many complexities of plans, the industry has coalesced around two major types of providers: a one size fits all approach and a team approach.  Many large providers have the ability and resources to develop expertise and experience in handling all aspects of plans from start to finish.  Because of their structure, these firms mainly service large companies and corporations. The other alternative is a team, usually consisting of a firm specializing in plan administration and one with expertise in investment asset management.  These teams usually service smaller plans.

At Geier Asset Management, we take the team approach.  Our expertise is in investment management.  We know and understand the goals and aspirations of plan participants of all ages and use our knowledge to choose the best of the available fund managers in the industry.  We know how to evaluate these managers over time and help make decisions for replacement.  We know how important it is for your employees to save and grow their nest egg for a worry free retirement.  We have partnered with some of the best plan administrators in the business to offer the latest web based solutions and low cost ongoing management.

Take advantage of our team. We know we can tailor a plan to best meet your needs and put an Employee Sponsored Retirement Plan in place for you and your employees that you will be happy with for years to come.

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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