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About GEIGER WEALTH MANAGEMENT
GEIGER WEALTH MANAGEMENT is a leading financial advisory firm that provides expert advice on wealth management, retirement planning, and investment strategies. They have a team of highly experienced advisors who offer personalized solutions to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- GEIGER WEALTH MANAGEMENT offers a wide range of financial services to help clients build and preserve their wealth.
- Their advisors use a personalized approach, taking into consideration each client’s unique goals and financial situation.
- They provide comprehensive financial planning, including retirement planning, investment management, and risk management strategies.
- Their team of experts stays up-to-date with the constantly changing financial landscape to ensure their clients receive the best possible advice.
- GEIGER WEALTH MANAGEMENT helps clients make informed decisions by providing them with financial education and resources.
Facts and Insights
GEIGER WEALTH MANAGEMENT has been in business for over 25 years and has grown to become one of the most reputable and successful financial advisory firms in the industry. They have over $500 million in assets under management and a team of 10 highly qualified advisors. Their commitment to providing top-notch service has earned them a 98% client retention rate.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 25 years |
Financial Services Offered
- Wealth Management
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- Risk Management
Client Types
GEIGER WEALTH MANAGEMENT works with a diverse group of clients including high-net-worth individuals, business owners, and retirees. They also serve corporate clients, providing retirement plans and financial wellness programs for their employees.
Fees & Compensation
GEIGER WEALTH MANAGEMENT charges a competitive fee based on a percentage of assets under management. This fee structure aligns the advisor’s interests with the client’s, as their compensation is directly tied to the performance of the client’s investments. They do not receive any commission or other forms of compensation that could create a conflict of interest.
Background
GEIGER WEALTH MANAGEMENT was founded by John Geiger, a Certified Financial Planner (CFP) with over 30 years of experience in the industry. He is also a Certified Investment Management Analyst (CIMA) and Accredited Investment Fiduciary (AIF), demonstrating his expertise and commitment to providing the highest level of service to his clients. The firm is also a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
GEIGER WEALTH MANAGEMENT prides itself on its transparency and ethical practices. As a fiduciary, they are legally obligated to always act in the best interests of their clients. They have a clean record with no disciplinary actions or sanctions, and there are no disclosed conflicts of interest that may impact the advice they provide to clients.