Geier Asset Management

Geier Asset Management The experienced professionals at Geier can help you manage your wealth efficiently, resulting in a comfortable future for you and your family.

Geier Asset Management has a team of full-time staff members, several of whom hold professional designations ranging from Certified Financial Planner® to Certified Public Accountant (CPA) to Personal Financial Specialist (PFS). Our team handles investment management, financial planning, tax planning and preparation, and retirement plan services for clients nationwide. Currently, the company manage

s over $170 million dollars for approximately 200 clients, attributing its growth to a “client first” attitude and commitment to top quality service. Our Affiliations:
Fidelity Institutional Wealth Services
American Institute of CPAs (AICPA)
Financial Planning Association (FPA)
Maryland Association of Certified Public Accounts (MACPA)

Boating and boat sales are booming. CNBC has the details as to why this surge is expected to continue @
09/22/2021

Boating and boat sales are booming. CNBC has the details as to why this surge is expected to continue @

Boating was booming even before the Covid-19 pandemic, and some who follow the industry think it could persist beyond it.

Caring for an aging family member can be costly, but there are some tax breaks that may be able to help. CNBC has the de...
09/21/2021

Caring for an aging family member can be costly, but there are some tax breaks that may be able to help. CNBC has the details @ https://cnb.cx/2Yh7ypP

Caring for aging relatives can be costly. But there may be federal and state tax breaks to help ease the burden, financial experts say.

With hurricane season in full-force, there are some steps you can take that may help you “disaster-proof” your home. Rea...
09/20/2021

With hurricane season in full-force, there are some steps you can take that may help you “disaster-proof” your home. Read more @

Extreme weather poses a growing threat to homeowners, with storms growing in number and intensity.

Passing on generational wealth is about more than just who gets what; it’s about deciding first what’s most important to...
09/19/2021

Passing on generational wealth is about more than just who gets what; it’s about deciding first what’s most important to you. NPR has the details @

Wealth isn't just cold, hard cash, says strategic investor Pamela Jolly. It's whatever you value — and that means generational wealth can take lots of forms. Keisha "TK" Dutes speaks with Jolly about how to get strategic about leaving a legacy.

Interviewing for a new job? Before you accept an offer, there’s more to negotiate than just your salary. CNN Business ha...
09/18/2021

Interviewing for a new job? Before you accept an offer, there’s more to negotiate than just your salary. CNN Business has the details @

You wrote a perfectly-tailored resume. Nailed the interviews. And got the job offer. Now, it's time to negotiate.

09/17/2021
Finding socially-conscious investments is more complicated than it may seem. CNN has the details on what it's not easy i...
09/16/2021

Finding socially-conscious investments is more complicated than it may seem. CNN has the details on what it's not easy investing “green” @

ESG investing — funds that are conscious of companies' actions on the environment, society and governance — is an increasingly popular trend for people concerned about how their money is being used. It sounds great, but it's complicated.

Despite the uncertainty caused by the pandemic, Fidelity reports that 401(k) balances are at an all-time high. CNBC has ...
09/15/2021

Despite the uncertainty caused by the pandemic, Fidelity reports that 401(k) balances are at an all-time high. CNBC has the story @

Boosted by the market’s recent run-up, the number of 401(k) and IRA millionaires are at record highs, according to Fidelity.

09/14/2021

Fannie Mae has created a new underwriting method that will take on-time rent payments into consideration, to help more renters become homeowners. Read more @

Fannie Mae today announced the company will launch a new feature in its automated underwriting system to incorporate consumers’ rent payments in the mortgage credit evaluation process.

The Pfizer-BioNTech vaccine has gained FDA approval to prevent and treat COVID-19. You can read all the details from the...
09/13/2021

The Pfizer-BioNTech vaccine has gained FDA approval to prevent and treat COVID-19. You can read all the details from the FDA @

FDA approved the first COVID-19 vaccine, now marketed as Comirnaty, for the prevention of COVID-19 disease in individuals 16 years of age and older.

Planning a getaway this autumn? You may want to consider travel insurance to cover any unexpected cancellations. Learn m...
09/11/2021

Planning a getaway this autumn? You may want to consider travel insurance to cover any unexpected cancellations. Learn more here @

One of the biggest reasons to consider travelers insurance right now is the current delta variant surge.

Address

2205 Warwick Way
Marriottsville, MD
21104

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+14109978000

Alerts

Be the first to know and let us send you an email when Geier Asset Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share