Our Role as Trusted Advisor

At Geier Asset Management, we understand that you work hard to be successful and that you have dreams for yourself, your family, and perhaps your business. At Geier, we can help you grow and protect what you have achieved and transform your dreams into actionable goals capable of becoming reality.

A Plan as Unique as You Are

You need a financial plan that works for you now, and more importantly, has the flexibility to grow and evolve as your life changes. We’ll start by listening to your goals, concerns, and aspirations. Maybe you are thinking about saving for a secure retirement, funding your children’s college education, or providing a retirement plan for your employees. Whatever your financial goal is, we can develop a plan that works for you.

How We Can Help

Our experienced team will start the process by taking a comprehensive look at your financial picture. After understanding your needs, we can develop a financial plan that will help you protect and grow what you have, while preparing you and your family for the future. As your life changes, your needs, goals, and financial situation may change too. As a result, the plan we create together must be flexible. It will evolve just as you do, as will the strategies we employ to ensure your plan always meets your needs.

We Can Help You

Investment Management for All Your Goals

We offer a comprehensive range of investment strategies to help you achieve your financial goals. Our Investment Management Committee uses a rigorous and disciplined process consisting of qualitative and quantitative measures to determine the most suitable investments for our clients’ portfolios. Through our relationship with Fidelity Institutional, our open architecture platform includes a variety of investment vehicles such as mutual funds, ETFs, individual stocks and individual bonds. These instruments comprise our customized portfolios, tailored specifically to your financial goals/needs.

Retirement Plan Solutions

For business owners, we offer comprehensive and customized retirement plan solutions such as 401(k) and profit sharing plans. Geier Asset Management serves as the investment advisor to the plan, providing financial guidance to the principals and their employees. Our partnership with a trusted third-party administrator and record-keeper results in a complete and dynamic retirement plan solution.

Insurance to Protect Your Family

We can make recommendations regarding the amount of life insurance you need based on your unique situation. We understand that a family with young children will have different insurance needs than empty-nesters nearing retirement. Our team can evaluate your situation to determine the appropriate type and amount of insurance coverage.

Estate Planning and Asset Protection

Our team will analyze your financial situation and will help in determining your long-term goals and wishes. Collectively, we work alongside qualified estate planning attorneys to generate a strategy that is best for you. Planning for future generations can be both overwhelming and uncomfortable, so we aid in the implementation of a plan. Having your estate documents in order will protect your wealth and ensure your wishes are executed.

Excellent Service Matters

Our focus is on providing exceptional service and building long-term relationships with the clients we serve. We have been recognized in several noteworthy publications: Worth magazine, Baltimore Business Journal, Financial Advisor magazine and others.

We strive to bring this level of excellence to each client that we serve. From day one, we make it our duty to understand you. Through an in-depth meeting with members from our client management team, we gain insights into your concerns, goals, preferences, financial tendencies and your expectations of working with a financial advisor. A comprehensive and open dialogue provides us with the information we need to ensure there is alignment between our philosophies of investing and finance and what you are striving to accomplish.

About Geier Asset Management

Founded in 1999, Geier Asset Management is an investment advisory firm that provides financial planning and investment management services to high net-worth individuals and families in various phases of life, business owners, professional athletes and those in transition such as divorcees and widows. Our goal is to grow, protect, and conserve wealth for our clients while delivering an unprecedented level of personalized service and expertise.

Our Fiduciary Duty

At Geier Asset Management, our experienced team of Certified Financial Planners, Certified Public Accountants, Personal Financial Specialists, and Analysts can provide you with practical solutions to a wide variety of financial issues. We can help you pursue your financial goals with confidence, using a combination of guidance, comprehensive solutions and the comfort of a thorough, time-tested investment process.

We believe serving our clients is both a privilege and an honor. We place extreme value on the relationships we build and would love the opportunity to earn your trust. Give us a call and get to know our team.

Schedule Your Complimentary Consultation Today
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