Maryland Investment Advisory & Management

Planning, building, and protecting a financial nest egg requires a lot of expertise. Not only is the world of finance complex and ever-changing, but it is full of pitfalls, including bad decisions, taxes, inflation, and regulations. Anyone who does not have the time, inclination, or expertise to properly manage their own portfolio can benefit from the services of Geier Asset Management.

We specialize in helping people deal with the financial aspects of life-altering occurrences such as retirement, job change, death of a spouse, inheritance, and sale of a business. We know that every client has unique and specific goals, dreams, and circumstances. We work hard to know our clients and tailor our asset management process to suit them. Contact our trusted team in Maryland to get started.

 

Investment Advisory Process

Observing and understanding the constantly changing market environment is a very time-consuming task. Subsequently, selecting investments that will benefit from the opportunities that these changes offer is even more difficult. At Geier Asset Management, we have developed the expertise and gained the experience to construct a well-structured portfolio for you. Through in-depth conversations with you, we will identify your goals, concerns, tolerance for risk, investing preferences and more.  We will use this information to build a portfolio that supports what you are trying to achieve.  In addition, we will monitor its progress to ensure it aligns with your life’s goals, as time moves on and you experience transitions and events that may cause your goals and priorities to shift.

Your Team

We have a full-service investment team at your disposal. Years of experience, advanced degrees and certifications, and an open architecture platform through Fidelity, have contributed to our wealth advisory infrastructure that has serviced our clients for over 20 years. Our investment committee is responsible for analyzing the economic landscape and finding quality long-term investment opportunities for our clients. This group, coupled with our experienced support staff, allows us to provide our clients with extensive investment knowledge and a broad range of investment solutions. Learn more about your team

Investment Offerings

At Geier Asset Management, we have developed a broad array of strategies intended to benefit our clients based upon their individual investment goals. We offer our own proprietary models as well as custom portfolios consisting of individual securities and/or mutual funds.

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

Learn more about what our Maryland area financial advisors can do for you by contacting us online to speak with a member of our investment advisory team.

Choosing Geier as Your Investment Advisor 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. Our team has been helping clients reach their financial goals with wealth management for almost two decades, while many members have been in the industry for over thirty years. The knowledge and experience of our staff combined with our all-inclusive capabilities place us in the upper echelon of financial advisors in Maryland.

If you are looking for an independent, trustworthy financial advisory team in Maryland for specialized investment management services, look no further than Geier Asset Management. Call (410) 824-1853 to speak with our investment advisors.

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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