If you’re reading this, some or all of the following likely describe you:

• You’re between the ages of 30 and 45, perhaps with a young family.
• You work in finance, consulting, marketing, management, technology, medicine, or law.
• You have transitioned – or expect to soon transition – to a senior role within your company.
• Your financial situation – and the decisions you face – are becoming increasingly more complex.
• You knowingly lack at least one of the following elements necessary to manage your own investments: expertise, desire, discipline, or – most obviously – time.
• You’re generally skeptical of the financial services industry and (rightfully) believe that the majority of financial products and services are a rip-off.
• You understand and appreciate the basic premise of “passive” investing: that owning the whole market at a low cost is a better strategy than paying a high cost to try to pick winners and losers.
• You’d be willing to outsource your investment and financial planning decisions to a trusted expert (and would be eager to simplify that aspect of your life), but you have never met a financial advisor or firm worthy of the role.

Does that sound familiar?  If so, we built Geometric Wealth Advisors for you.

The firm was designed from the ground up to serve clients with your profile.  Every decision we have made – the structure of our company, the academic and professional backgrounds of the advisors we hire, the work style that we adopt, the services we offer, the partners and technologies we choose, the way we communicate with our clients, etc. – was and will continue to be based entirely on your needs.

We didn’t think that the existing wealth management options offered a good solution for you, so we built one ourselves.

We hope you like it.