The Geiger Smith Team
Doing well with money isn’t necessarily about what you know. It’s about how you behave. And behavior is hard to teach, even to really smart people.
Money - personal finance, investing, and business decisions - are taught as a math-based field where everything should be logical. But in the real-world you don’t make financial decisions in a classroom. You make them at the dinner table, or in a conference room, where personal history, your own unique view of the world, personality, ego, marketing, and odd incentives are mixed together.
Life can be messy, but the good news is building wealth doesn’t have to be perfect. It does have to be intentional though. Money can provide flexibility and freedom, but that requires clarity, accountability, and taking ownership of your future. Start your journey and experience the difference.
Let's take the next step together.
We think healthy client relationships are key for mutual success. We want to know your kids' names, how hard you worked to get where you are, how you define a successful life, and how you view investing. A healthy financial life starts with answering these questions. We want to understand the "why" behind your money. When we work together for common goals you're one step closer to the life you want. Here's our promise:
Collaboration. You're not just a client with us. We believe in working with you and getting to know you so we can work together on your terms.
Advice. We provide access to commentary and insights from Merrill experts and advice that is understandable, relevant, and actionable.
Choice. We offer a broad range of investment options from leading asset managers across the industry.
Transparency. We'll be open and honest in all aspects of our relationship, including what you pay for our services and the thinking behind our advice.
Value. We design our offerings and services with a goal of keeping costs low, so you have more money to invest.
CIMA®, CPFA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
