Geiser Wealth Planning

Geiser Wealth Planning, LLC is a registered investment advisory firm that provides comprehensive wealth management and financial planning services to individuals, businesses, and mid-career professionals. Founded by Erik Geiser, CFP, MBA, the firm is built around serving as a reliable, personal point of contact for clients navigating key financial... decisions. Core offerings include personalized portfolio management, retirement planning, income planning, and tax strategies, with fee structures that include assets under management pricing as well as flat-fee and per-project options to accommodate a range of client needs. The firm holds a particular specialty in serving sales professionals within the pharmaceutical, medical supply, and healthcare industries. Geiser Wealth Planning operates out of Kentucky and is focused on making professional financial guidance accessible to busy individuals seeking long-term financial clarity and goal achievement.Read More