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Investment Advisory in Fulton, MD

Investment advisory professionals offer valuable services such as growing your wealth through disciplined investment, preparing for retirement, and planning for your family’s future. They help you answer three core questions about your financial health:

Geier Asset Management specializes in helping Fulton residents manage their financial needs and deal with life-changing occurrences such as inheritance, divorce, and the sale of a business. We tailor our assessment management approach to suit each client’s unique circumstances.

How Investment Advisory Works

An investment adviser’s responsibilities and duties are defined by the Investment Advisers Act of 1940. Any individual or firm that provides advice or makes financial recommendations on a client’s securities falls under the adviser classification.

Investment advisory can help you make real progress on your financial goals and provide peace of mind for life’s big moments. The key is finding a dedicated adviser who will work with you to build a flexible plan designed to adapt to your changing needs while growing and protecting your existing assets.

What is a Registered Investment Adviser?

Investment advisers are generally required to register with the U.S. Securities and Exchange Commission (SEC) and/or their state regulatory agencies. An adviser can be a firm or individual who meets certain guidelines covering education, experience, and ethical factors.

A registered investment adviser, or RIA, helps you manage your portfolio by recommending things like buying or selling stocks or mutual funds to diversify holdings.

The Benefits of Working with a Registered Investment Advisory

No matter what your current financial standing, it can be difficult to develop an investment strategy on your own. If you’re trying to decide whether professional investment advisory from Geier Asset Management is right for you, here are just some of the benefits it affords.

Geier Asset Management offers proprietary and custom portfolios designed to benefit our clients, based upon their individual financial goals.

Finding the Right Investment Advisory for Your Needs

Managing a complex portfolio of stocks, bonds, and mutual funds is, for many people, time-consuming and overwhelming. It’s nice to know you don’t have to take on everything alone.

At Geier Asset Management, we believe that responsible and accountable investment advisory services can contribute to a client’s financial health and bring them the peace of mind they need to lead a happier, more secure life.

To get started, reach out to our Fulton investment advisors today!

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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