Insurance Planning in Maryland

Protecting What Matters

As one of the most comprehensive financial service firms for families and high net worth individuals, Geier Asset Management offers programs to grow, protect, and conserve your wealth. As part of our wealth management service, our advisors can assist in analyzing your insurance situation to determine the best course of action.

Geier Asset Management provides insurance planning services throughout Howard County. Contact us today to schedule an insurance planning consultation.

Our Insurance Planning Services

At Geier Asset Management, we prioritize protecting both your assets and your loved ones. We’ll conduct a thorough review of your complete financial situation to determine your need for insurance and ultimately the type and amount of coverage required.

Types of Insurance

Life Insurance

There are many types of life insurance policies available to you, and one of our advisors can help you determine which is the best option for you and your family:

  • Term life insurance
  • Whole life insurance
  • Variable life insurance
  • Second to die policy

In addition to these life insurance policy options, you can further protect yourself or your Maryland business with:

  • Disability insurance
  • Long-term care insurance
  • Key man insurance

As our valued client, our goal is to help you protect what matters.

Working With Geier as Your Financial Planning Advisor

We have been planning for our clients’ futures for the past fifteen years. Whether you are beginning your career, building a family, or approaching retirement, we have the knowledge and experience to lead you in the right direction. If you are struggling to stay on budget, want to establish a college fund, or are just eager to retire, our financial planning team in Maryland can help.

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 a financial planning advisor.

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.

Complimentary Consultation Form

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