The Geiger Smith Team
Our Philosophy on Wealth Building
One of the most important lessons we’ve learned over the years is that doing well with money isn’t just about what you know—it’s about how you behave. And behavior can be hard to master, even for the smartest people.
Money—whether personal finance, investing, or business decisions—is often taught as a math-based field where everything should be logical. But in reality, financial decisions aren’t made in a classroom. They’re made at the dinner table or in a conference room, where personal history, personality, ego, marketing, and incentives all come into play.
Life can be messy, but the good news is that building wealth doesn’t have to be perfect. It does, however, need to be intentional. Money can provide flexibility and freedom, but that requires clarity, accountability, and ownership of your future.
Start your journey today and experience the difference.
Let’s take the next step together.
Healthy Relationships Drive Success
We believe strong client relationships are the foundation for mutual success. That means understanding more than just your portfolio—we want to know your kids' names, the hard work that got you here, 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 toward common goals, you're one step closer to the life you want.
Our Promise to You
Collaboration
You're not just a client. We believe in working with you and getting to know you so we can build strategies on your terms.
Advice
Access insights from Merrill experts and receive advice that is understandable, relevant, and actionable.
Choice
Explore 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
Our offerings and services are designed 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.
