Ronald R Geiger LLC

The firm advises individuals (including high‑net‑worth clients), charitable institutions, foundations and endowments, offering financial planning through its Wealth Achievement Plan process, one‑off consultations, benefit plan consulting, public and corporate seminars, and ongoing asset management. Services include both comprehensive and modular planning, assistance with plan implementation, and managed accounts held at qualified custodians.

Investment recommendations are guided by client questionnaires that assess goals, time horizon and risk tolerance to create model asset‑allocation strategies, with specific allocations commonly in bonds, stocks, closed‑end funds, mutual funds and ETFs. Accounts are reviewed at least quarterly and rebalanced as appropriate, and management is generally non‑discretionary — the firm typically contacts clients for approval before implementing transactions and provides quarterly performance and billing reports.

Distinctive features include a larger-than‑typical share of assets managed on a non‑discretionary basis for an independent solo adviser and a regular program of educational seminars (public seminars at no charge and fee‑based corporate seminars), both of which are uncommon among peers. The firm disclosed a 2025 ownership transition and resolved a state regulatory matter related to late registration with a consent order and fine ($8,625), with no client fraud or prejudice alleged and required filings completed.