After gaining experience in the financial services division of a local sports agency firm, Joe Geiers began his entrepreneurial venture by providing accounting and tax services to professional athletes and local business owners. He quickly gained a reputation as a trusted adviser in the Baltimore area for all things financial and was approached by other high net worth individuals seeking financial guidance. So, in 1999, Joe incorporated Geier Asset Management, a comprehensive financial services firm specializing in tax, financial planning, investment advisory, and retirement plan services to meet the needs of his growing clientele of high net worth individuals and business owners—not only in the Maryland area, but all across the country.
Geier Asset Management now has a team of full-time staff members, several of whom hold professional designations ranging from Certified Financial Planner® to Certified Public Accountant (CPA) to Personal Financial Specialist (PFS). Our team handles tax planning, investment management, financial planning, and retirement plan services for clients nationwide.
Currently, the company manages over $160 million dollars for approximately 200 clients, attributing its growth to a “client first” attitude and commitment to top quality service.