Geometric Wealth Advisors

Our Team

At Geometric Wealth Advisors, we pride ourselves on being a team of experienced professionals who are passionate about helping our clients achieve their financial goals. Our team is comprised of Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), Certified Public Accountants (CPAs), and Certified Management Accountants (CMAs). Each member of our team has a unique background and set of skills, but we all share a common goal: to provide exceptional financial guidance and support to our clients.

Our Services

We offer a wide range of financial services designed to meet the unique needs of our clients. Whether you're just starting to plan for your financial future or looking to optimize your current financial situation, our team of experts is here to help. Our services include:

• Comprehensive Financial Planning: We work closely with our clients to understand their financial goals and develop personalized plans to achieve them. Our comprehensive financial planning services include investment management, tax planning, insurance planning, and estate planning.
• Investment Management: Our experienced team of investment professionals manages a wide range of investment portfolios, from conservative fixed-income investments to more aggressive growth-oriented investments.
• Tax Planning and Preparation: Our team of certified public accountants and certified financial planners offers tax planning and preparation services to help our clients minimize their tax liability and maximize their financial returns.
• Retirement Planning: We help our clients plan for a comfortable and secure retirement by providing personalized retirement planning services and investment strategies.
• Estate Planning: Our team of experts helps our clients create a comprehensive estate plan, including wills, trusts, and other estate planning documents.
• Benefits Consulting: We offer benefits consulting services to help our clients make informed decisions about their employee benefits and compensation packages.

Our Philosophy

At Geometric Wealth Advisors, we believe that financial planning should be a personalized and holistic process. We take the time to understand our clients' unique goals, values, and needs, and we work closely with them to develop customized financial plans that reflect their individual circumstances. We believe that financial success is not just about accumulating wealth, but also about living a fulfilling and meaningful life.

Meet Our Team

We are proud to introduce you to our team of experienced professionals, all dedicated to providing exceptional financial guidance and support to our clients. From our investment management team to our tax and financial planning team, each member of our team brings a unique set of skills and expertise to the table.

Join Our Community

At Geometric Wealth Advisors, we believe that financial planning should be a collaborative and community-driven process. We offer a range of educational resources, including blog posts, webinars, and workshops, to help our clients stay informed and engaged in the financial planning process. We also offer a range of community-building initiatives, including social events and volunteer opportunities, to help our clients connect with like-minded individuals who share their values and goals.

Why Choose Us

At Geometric Wealth Advisors, we are dedicated to providing exceptional financial guidance and support to our clients. Our team of experienced professionals is committed to delivering personalized service, innovative solutions, and unparalleled expertise to help our clients achieve their financial goals. We believe that financial planning should be a collaborative and community-driven process, and we are dedicated to building strong relationships with our clients and the community at large.