Our Services

TAX-EFFICIENT INVESTING

Tax planning is one of the most important services that we provide to our clients. With several Certified Public Accountants on staff, our main objective is to proactively implement tax savings strategies that maximize your pre and post-tax income. We stay apprised of the current tax law and regulations through our affiliations with local and national accounting organizations such as the MACPA and AICPA.

Our tax-efficient investing service is governed by an eight-member committee that is responsible for analyzing the economic landscape and finding quality long-term investment opportunities for our clients. Years of experience, advanced degrees and certifications, and an all-inclusive platform through Fidelity, have contributed to our wealth advisory infrastructure that has serviced our clients for over 15 years.

That’s where the sophisticated tax and investment department at Geier Asset Management can help. You work extremely hard to earn your money—let us maximize how much you get to keep!

WORKING WITH OUR TAX-EFFICIENT INVESTMENT ADVISORS

Proper tax planning requires year round attention. Nearly every financial decision is made with the consideration to tax. Therefore, it is paramount to have a diligent and knowledgeable tax advisor in place. Our tax services team is solely devoted to safeguarding you from paying an unnecessary amount of tax in the following areas:

  • Federal Income Tax
  • State and Local Income Tax
  • Corporate Tax
  • Self-Employment Tax
  • Capital Gains Tax
  • Alternative Minimum Tax
  • Gift Tax
  • Estate Tax

INVEST STRATEGICALLY & TAX-EFFICIENTLY

Asset allocation, fund manager selection, understanding the current economic landscape and regular rebalancing are all crucial elements to successfully growing your portfolio over the long-term. However, a frequently overlooked factor to the consistent growth of your assets are the taxes associated with investing. Compounding (the ability of an asset to generate earnings, which are then reinvested in order to generate their own earnings) is the most powerful piece to the long-term growth of your portfolio.

Therefore, the best way to maximize your ability to compound your investments year over year is to manage and minimize the taxes on capital gains, interest & dividends.

Geier Asset Management evolved from an accounting firm. As a result, we strongly emphasize the tax considerations of all client decisions, specifically those related to their portfolios.

THE VALUE IN USING A TAX-EFFICIENT INVESTMENT ADVISOR

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. 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.

If you are looking for an independent, trustworthy tax-efficient investment advisory team in Maryland, look no further than Geier Asset Management. Call us today to speak with an advisor.

Learn more about our tax and investment advisory services: