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Our Affiliations

Geier Asset Management, Inc.

Link to Geier Asset Management

Are you in need of quality management for your investment portfolio? Our affiliate, Geier Asset Management, has been providing comprehensive, fee-based portfolio management for over 18 years. As a Registered Investment Advisor, GAM has partnered with Fidelity Custody and Clearing to develop a broad array of strategies intended to benefit clients based upon their individual investment goals. GAM offers proprietary strategies as well as custom portfolios consisting of individual securities and/or mutual funds. Fidelity’s open architecture platform grants clients access to the entire investment universe.

AICPA Personal Financial Planning Section

Links to AICPA personal Financial Planning SectionWhy work with a CPA Personal Financial Specialist? The additional education, rigorous testing and time in the field requisite for a CPA to earn the PFS credential means you can count on competence, objectivity and the highest standard of integrity for your most important financial decisions. CPA’s have ranked among the most valued and respected professionals for more than 125 years and are second only to physicians in terms of consumer trust and confidence.

Financial Planning Association

The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients.