Our Financial Services in Maryland

Making wise financial decisions and investing your portfolio successfully will result  in a better life for you and your family.  But, how do you navigate the constantly changing and highly complicated financial landscape effectively? The experienced professionals at Geier Asset Management in Maryland can help you manage your wealth efficiently, resulting in a comfortable future for you and your family.

The complexity of these topics requires a comprehensive solution with a simple action plan, which Geier Asset Management can provide. Contact our Maryland financial advisors to see what our team can do for you.

Investment Advisory & Management

Geier Asset Management provides high impact financial strategies backed by elite client service to guide you throughout your career and into retirement....

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Financial Planning      

Our team of CERTIFIED FINANCIAL PLANNERS™ provide a comprehensive level of planning for clients at various stages of their lives...

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Tax Planning & Preparation

Our team of award-winning Certified Public Accountants works hard year-round to minimize your tax burden while incorporating all aspects of your financial life into our planning, leading to optimal efficiency and results....

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401(k) Plan Service

Geier Asset Management has services geared to help business owners & individuals design, implement & manage their retirement accounts....

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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