Our Services

Financial Services for Small Businesses in Southern Maryland

As a business owner, you need to be able to juggle a wide range of tasks, details, and information on a routine basis. Sound decision-making and smart investments can provide your business with excellent long-term prospects and can turn your venture into a complete success. However, it’s not always simple to do this alone.

Geier Asset Management has been assisting small business owners through financial advising and planning services for years. Our comprehensive financial services firm specializes in tax services, financial planning, investment advisory, and retirement plan services in order to provide your business with a single source for all of your wealth management needs.

Looking for an asset management company in Maryland for your small business? Connect with Geier Asset Management online, or call (410) 824-1853 to connect with our team and find out what we have to offer!

Financial Services in Southern Maryland

Investment Advisory

Through extensive analysis of the economic landscape as a whole, our team can advise you on what long-term and short-term investment opportunities will suit you and your small business’ needs most effectively.

Our investment advisory options can be precisely tailored to each small business, enabling us to offer:

Financial Planning

The intricacies of financial planning can leave even the most experienced business owner frustrated. We have tailored our services to hone in on what serves each client best, helping to generate simple, actionable plans that set your business on the path to complete financial security.

Our financial planning services for small businesses in Maryland include:

Tax Services in Maryland

As your business grows, evolves, and finds further success the complexities of your taxes will only increase. It is imperative that your taxes are prepared and filed with precision and in a punctual timeframe. Our dedicated tax specialists provide year-round planning and attention to help you stay on a clear, clean track while ensuring you get to keep as much of what you earn as possible.

Connect with our small business and entrepreneur tax specialists for:

When seeking small business tax preparation in Maryland, reach out to the best in the business. Contact Geier online at your convenience!

Retirement Plan Services

Retirement plans play a major role in the growth of your business. Good plans are attractive to great workers, letting you gain and retain talent more consistently. There are also opportunities for tax-deferred growth.

At Geier Asset Management, we generate unique retirement plans according to the specifics of your business, your goals, long and short-term growth in order to build plans that will help your business to succeed. Our team handles all of the details, from routine recordkeeping to annual administration.

Connect with Geier for Financial Planning in Maryland

There’s no denying that financial planning and asset management is an involved, complex process. It’s not something any small business owner wants to handle alone, and Geier Asset Management is happy to assist. We craft customized, comprehensive solutions with easy, understandable action plans that are crafted specifically to suit your needs.

As a reputable asset management company with over 15 years of experience in serving Southern Maryland businesses, we strive to put the needs and unique challenges of our clients above all else.

If you are looking for an independent financial advisory team for your small business in Maryland, the team at Geier is ready to assist.  Reach us online, or call to get started!