Since 1994, we have helped individuals achieve their wealth management and retirement goals. Have questions about investments, retirement, and/or estate planning? We are here to help.
Diversified Investment Management
Estate and Retirement Planning
Financial Planning with Tax Considerations
Charitable Giving Strategies
Education Funding Options
Cash Flow Planning
Employer Retirement Plans
Life and Health Insurance
Variable Annuities
We meet with you to analyze your goals and risk tolerance to create a customized investment strategy designed to reach those goals.
We proactively manage each portfolio to ensure it stays true to the risk, return, and other parameters dictated by the strategy's objective and your individual circumstances and provide you with quarterly investment performance reports.
We invest for the long-term which requires patience and a disciplined commitment to a high level of fundamental analysis at the time we first make an investment for you and for as long as you own that investment.
Our intelligence is not artificial. Our team is comprised of people with different kinds of finance experience, but we have this in common--a commitment to ethics and integrity. We are a fiduciary as well as Registered Investment Advisor Representatives who you can count on to have your best interests at heart with unbiased recommendations and impartial guidance.
Ron holds a BA degree in Business Administration from the University of Washington and is an Executive Program graduate of the University of Virginia Darden School of Business. His career began in Human Resource management culminating as corporate Vice President over 20,000+ employees. His interest in investments led him to join a broker
Ron holds a BA degree in Business Administration from the University of Washington and is an Executive Program graduate of the University of Virginia Darden School of Business. His career began in Human Resource management culminating as corporate Vice President over 20,000+ employees. His interest in investments led him to join a brokerage firm in 1994 as a securities representative and life, health, and annuities agent. In 2010, he formed his own wealth achievement advisory firm, Ronald R Geiger, LLC, a Registered Investment Advisor. In his downtime, Ron enjoys boating from his backyard on the Rappahannock River.
Paige graduated from Virginia Tech with a BA in Finance. Her career started in Accounting and Finance mainly for Telecommunications and Real Estate companies, as well as being a part time executive assistant with Ronald R Geiger LLC. She has since moved to full time Registered investment Advisor Representative with Ronald R Geiger LLC.
Paige graduated from Virginia Tech with a BA in Finance. Her career started in Accounting and Finance mainly for Telecommunications and Real Estate companies, as well as being a part time executive assistant with Ronald R Geiger LLC. She has since moved to full time Registered investment Advisor Representative with Ronald R Geiger LLC. When she's not assisting clients, she enjoys spending time at the local beach with her husband, Matt, and dog, Jubilee.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives and include all your personal and employer investments as well as tax considerations.
You should meet with us to review your plans on a regular basis, or before any major life event such as marriage, children, college needs, inheritance or divorce.
Normally our minimum account size if $250,000.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
513 East Gwynnfield Road, Tappahannock, Virginia 22560, United States
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