Our Clients

Our Clients

At Geier Asset Management, we work with clients in all stages of life. 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.

With a diverse team of Certified Public Accountants (CPA) and Certified Financial Planners™ (CFP®), we have the experience and expertise you can expect from any reputable professional financial services firm—all while maintaining a client-first attitude many larger firms are unable to offer.

What our Clients Can Expect

All client relationships at Geier Asset Management begin with trust. As a fee-only, independent 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 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 thorough understanding of your financial situation, goals, and objectives, we are able to 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 fee-only financial planning services allows us to assist our clients with a variety of their needs. These services include:

  • Investment Advisory
  • Budgeting & Cash Flow Analysis
  • Insurance Planning
  • Retirement Planning
  • Estate Planning
  • Charitable Giving
  • Education Planning
  • Tax Planning and Preparation

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:

  • Retirement & 401(k) plan development

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

  • 401(k) & 403(b) planning and review

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

For Athletes

Geier Asset Management has a sister company, Winpoint, that provides financial management services tailored to fit the unique needs of the professional athlete.

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.