Joseph N. Geier is President and Founder of Geier Financial Group, a full-service financial firm based in Marriottsville. Geier Financial Group manages more than $135 million for its approximately 150 clients and handles the tax, investment, financial planning and family office needs of each of those clients. Nearly 100 of those clients are professional athletes, including active and retired athletes such as Mark Teixeira, Cal Ripken Jr., Brad Lidge and Eddie Murray.
Joe Geier, a graduate of the University of Maryland, began his career in the financial industry as an auditor for a small savings and loan in Maryland. Soon thereafter, Joe began working at the sports agency Shapiro, Robinson & Associates, where he started supervising the accounts of professional athletes and ultimately developed his ambition to start his own firm.
Joe started Geier Financial Group in February of 1990. Forming his business as an accounting firm for small businesses and high-net-worth individuals, Joe quickly gained a reputation as a top tax accountant for professional athletes. His first professional athlete client was Jeff Ballard of the Baltimore Orioles. Soon thereafter, other professional players followed Joe to his practice. Using his CPA and financial management background, Joe expanded the firm to provide comprehensive financial services including financial planning and investment management to both athlete and non-athlete clients.
Today, Geier Financial Group employs 18 full-time staff members, with many holding multiple professional designations. There are three main divisions of Geier Financial Group: Geier Mules & Associates, Geier Financial Management and Geier Asset Management. Geier Mules & Associates is a CPA firm that prepares tax returns and handles tax-related matters for its clients. Geier Financial Management Inc. specializes in meeting the family office needs of active and retired professional athletes, as well as high-net-worth individuals. Geier Asset Management Inc. is a registered investment advisory firm that offers a wide array of financial services including investment planning, financial planning and portfolio management.
Joe has been featured in several national media outlets, including CNBC, The Wall Street Journal, Private Wealth Magazine and ESPN The Magazine.
For more information on Geier Financial Group, visit www.GeierFinancial.com.
