A complete list of active advisors currently associated with Geometric Wealth Advisors, LLC

Warmer can help you find a great advisor at Geometric Wealth Advisors, LLC or one who fits your needs even better.

Geometric Wealth Advisors serves individuals, families, and trusts — including high-net-worth clients — by providing personalized wealth management that combines discretionary investment management and comprehensive financial planning. Its services explicitly extend to tax and estate planning support and include tax return preparation and CPA-supported tax services as part of its offering. The firm develops written Investment Plans tailored to each client’s goals and implements them primarily with long-term, broadly diversified, “passive but not‑indexed” mutual funds and ETFs, monitoring accounts for rebalancing and other adjustments. Geometric also may recommend or retain independent sub‑advisers to manage portions of portfolios and currently generally recommends Dimensional Fund Advisors for certain mandates. Compared with many peer teams, Geometric’s multi-owner model supports a relatively large organizational footprint for its size — nine advisors, nine offices, and over $1.3 billion in assets under management across a compact client base — and it maintains a formal succession plan amended in 2026. The investment staff includes multiple CFP and CFA charterholders and a chief investment officer with prior portfolio-management experience at Dimensional, and the firm discloses specific custody, SLOA and compliance safeguards in its brochure.

To learn more about the advisors currently working at Geometric Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.