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What is a Registered Investment Advisor?

A Registered Investment Advisor (RIA) is a fiduciary who has a duty of undivided loyalty to his or her investment advisory clients and must deal fairly and honestly with them. A Registered Investment Advisor is a representative of the client and must put the client’s interests above any other relationships. Any person or entity that holds itself out as an investment manager must be registered either with the U.S. Securities and Exchange Commission or its state of residency as an investment advisor.

As an RIA, Geier Asset Management can give you advice on all aspects of your financial situation. We tailor our advice to the goals of each client and will construct a plan that will meet your specific needs.

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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