A complete list of active advisors currently associated with Geiger Group Wealth Management
Warmer can help you find a great advisor at Geiger Group Wealth Management or one who fits your needs even better.
Geiger Group Wealth Management is an SEC-registered investment adviser formed in 2026 that intends to serve individuals, trusts, estates, charitable organizations, corporations, business entities, and qualified retirement plan sponsors. Its stated services include discretionary portfolio management, retirement income planning, pension consulting and broader financial planning. The firm describes a tactical allocation approach that blends strategic asset allocation with fundamental, technical and cyclical analysis, and may use mutual funds, ETFs, private funds and selected active managers, with occasional use of margin and covered option writing where aligned with client mandates. Geiger Group also offers participant fiduciary advice for qualified plans and may recommend and oversee third‑party money managers through managed account programs. Noteworthy differences from many peers include the explicit combination of pension consulting/participant advice, availability of hourly billing for certain plan‑related or non‑investment tasks, and a written process to select and monitor sub‑advisors — features that are statistically uncommon for firms in this regulatory category. The brochure also discloses that firm personnel may be licensed to sell insurance products and that the firm reported no clients or assets at the time of filing, points prospective clients may consider when assessing experience and potential conflicts of interest.
To learn more about the advisors currently working at Geiger Group Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Sterling, VA
| 31
|
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