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Clients of Geier Asset Management in Maryland

At Geier Asset Management, our team believes that the hard work our clients put in should pay off in the end.  Our team of financial advisors work hard to develop a customized plan that suits our clients’ individual needs while delivering a framework for their ever-changing financial futures.  Whether you’ve just graduated from college and want to start saving for the future, you’re having your first child and want to create a college fund, or you want to map out what you’ll need for a comfortable retirement, we can help you reach your goals.  Geier has experience serving a wide range of clients, from young professionals and families to business owners and professional baseball players, each with specific financial planning goals and desires. We are dedicated to understanding each of our clients’ industries, financial preferences, and aspirations to help them develop a path to financial success.

Contact us today to get started with building a better, more secure financial future.

Clients We Serve in Howard County

Our clients are as varied as the financial goals they have. Proudly serving residents throughout Maryland, our team has experience providing financial guidance for the following clientele:

Through our personalized approach to financial planning, we gain a deep understanding of our clients’ priorities, financial tendencies and preferences, and personal goals to create an actionable plan for achieving their version of success. Whether you’re reviewing your asset allocation or are looking to save for future college expenses, Geier can help guide you towards a brighter financial future to support your goals.

Let the experienced professionals at Geier Asset Management help you. Contact our team to get started with our asset and investment management services today!

What Our Clients Can Expect

All client relationships at Geier Asset Management begin with trust. As an independently registered investment advisor (RIA), we have an open architecture structure that offers us the freedom and flexibility to guide your investments as we see fit—without the possibility of commission compensation deterring us from acting in your best interest.

Rather than being one of the millions at a large brokerage institution, our clients receive personal attention from a team of dedicated employees. Fidelity Investments Inc. acts as our third-party custodian, which provides you another level of security and monitoring of your assets.

With a comprehensive understanding of your financial situation, risk tolerance, and goals, we can satisfy any of your financial needs. Throughout our relationship, you can rest assured that you have a team of advisors just as committed to your financial goals as you are.

Continue reading to learn more about the financial services we provide to high net worth individuals, business owners, and athletes or contact us today to speak to an advisor.

For Individuals & Families

Our comprehensive menu of financial planning services allows us to cater to a variety of our client’s needs. These services include:

If you’re looking for assistance in any of these areas or have another financial planning need, contact us today to speak to an experienced advisor.

For Business Owners & Professionals

Not only do we provide financial services to high net worth individuals and families, we assist business owners and their professionals to plan and save for the future. Our business owners can benefit from services such as:

Our business professionals whose companies offer retirement plans can benefit from services such as:

If you want to implement a plan that will benefit both you as the business owner and the professionals you employ, contact us today to speak to an advisor who specializes in business planning.

For Athletes

Geier Asset Management has a sister company, Winpoint, providing family office services tailored to fit the unique needs of the professional athlete.  Winpoint’s concierge services combined with Geier Asset Management’s investment, financial planning, and tax offerings provide a dynamic, full-service solution.

For more information on the services we provide to professional athletes—including wealth management, investment advisory, tax planning and preparation, family office, accounting, and business advisory—visit Winpoint or contact us today.

Why Choose Geier for Your Financial Future?

At Geier, we never use a cookie-cutter approach to financial planning. Instead, our team will assess your financial situation, taking the time necessary to understand your needs, goals, and desires to build the most effective plan for a stable and successful financial future. We help you every step of the way, delivering personalized solutions that will evolve and align with the changes and transitions your life encounters. Our team can help you:

Isn’t it time your financial needs were met by a team of knowledgeable advisors? Geier has the expert financial team you need to help you reach your goals and secure a more stable and enjoyable future.

Contact us to start planning for your financial future today!

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It’s never too early to start planning. Reach out to one of our advisors today to get your future started.

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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