Geier Asset Management

www.geierfinancial.com

Established in 1999, Geier Asset Management is a comprehensive financial services firm conveniently located between Baltimore, MD and Washington, DC. With a team of 15, many of whom hold a CFP® or CPA designation, Geier Asset Management specializes in investment advisory, financial planning, tax services, and 401(k) plan services for an array of clients, including young professionals, families, retirees, business owners, and professional athletes. Currently, the company manages over $160 million dollars for approximately 200 clients, attributing its growth to a “client first” attitude and commitment to top quality service.

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Established in 1999, Geier Asset Management is a comprehensive financial services firm conveniently located between Baltimore, MD and Washington, DC. With a team of 15, many of whom hold a CFP® or CPA designation, Geier Asset Management specializes in investment advisory, financial planning, tax services, and 401(k) plan services for an array of clients, including young professionals, families, retirees, business owners, and professional athletes. Currently, the company manages over $160 million dollars for approximately 200 clients, attributing its growth to a “client first” attitude and commitment to top quality service.

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Country

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State

Maryland

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Employees

11-50

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Founded

1999

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Client Relationship Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Staff Accountant

    Email ****** @****.com
    Phone (***) ****-****

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