Our Services

Our Financial Services

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.

Our financial services include the following:

Investment Advisory

We offer a wide range of investment advisory options, including:

If you are interested in learning more, contact Geier Asset Management’s investment advisors to see what our team can do for you.

Financial Planning

There are many areas of financial planning that should be addressed; ultimately leading to financial security for you and your family.  The advisors at Geier Asset Management can help you with all of them.

If you are looking for an independent, trustworthy financial advisor in Maryland, look no further than Geier Asset Management. Call us today to speak with an advisor.

retirement planning guide from geier

Tax Services

Every financial decision you make must consider tax implications.  As your net worth grows and your financial situation becomes more complex, it is paramount to ensure that your taxes are properly prepared and filed.  At Geier Asset Management, we can help you with:

That’s where the sophisticated tax department at Geier Asset Management can help. You work extremely hard to earn your money—let us maximize how much you get to keep! Contact our trusted financial planners in Maryland to get started with tax planning and preparation.

Retirement Plan Services

Invest in your future with our retirement plan services. Our experienced professionals can help with:

We handle the financial planninginvestment advisory, and tax guidance for our clients, so a focus on your retirement plan is just another layer of your financial picture that should be integrated and accounted for throughout the year. Let Geier Asset Management start planning for your retirement now.

Learn why you should hire a financial advisor »

Choosing Geier as Your Financial Planner in Maryland

Geier Asset Management has been navigating the financial markets for over 15 years. As a Registered Investment Advisor in Maryland, we respect and embrace our duty to put our clients’ interests above all other relationships and deal fairly and honestly with them. Our single incentive is to grow your portfolio as quickly as possible, while mitigating risk along the way. Our independent structure allows us to act in your best interest at all times, which instills a level of trust in our clients unmatched by large brokerages.

Although effective investment advice will lead to the growth of assets, every decision made must also be scrutinized from a financial and tax planning perspective. To the benefit of our clients, Geier Asset Management also has financial planning and tax departments, both with numerous CFP®s and CPAs on staff, which allows for tax-efficient investing. Client portfolios are designed in unison with these departments, ensuring that your complete financial situation is taken into consideration prior to investment. This comprehensive level of service separates us from other RIAs, as well as the large, financial institutions.

If you are looking for an independent, trustworthy financial advisory team in Maryland, look no further than Geier Asset Management. Call us today to speak with our investment advisors.