Financial advisory optimized for executives in management consulting, private equity, and other demanding careers
Financial
Planning
+
Portfolio
Management
+
Tax
Services
You
are a partner-level professional (or soon will be) working in management consulting, private equity, or a similarly demanding career.
have neither the time nor mental energy to properly manage your increasingly complex finances.
are generally skeptical of financial advisors and (rightfully) believe that the majority of financial products and services are a rip-off. You invest the majority of your portfolio using ETFs/index funds.
would be eager to outsource your financial planning, portfolio management, and tax services to a trusted thought partner but have never met an advisor or firm worthy of the role.
You seek an
advisor who
shares your academic background, professional training, and analytical mindset.
manages more than just your investments, and who instead develops a holistic plan to optimize all of your financial decisions that matter.
has deep expertise in your company’s compensation structure, partnership economics, employee benefits, and other nuances.
integrates tax services so that you don’t have to maintain a separate relationship.
continually prioritizes your financial action items to relieve you of that mental burden.
fiercely protects your time.
Connect with
Geometric
[1] As of 12/31/2025. Includes any active client household where one or more members are current or former employees of Bain & Company, Boston Consulting Group, Inc., or McKinsey & Company.
[2] As of 12/31/2025. “Client” refers to active client households. An “advisor” at Geometric is defined as a Wealth Advisor or Senior Wealth Advisor who serves as a client’s primary point of contact. The industry average (162:1) is a broad benchmark encompassing advisors at wirehouses, national/regional broker-dealers, independent RIAs like Geometric, and other financial advisory channels (source: Cerulli Associates, 2025). The industry average figure is further supported by the True Ensemble™ Data Insights 2025 Growth and Profitability Survey compiled by The Ensemble Practice, in partnership with ActiFi, which reported an average of 164 clients per relationship manager across RIA firms.
[3] As of 12/31/2025. Represents average annual client household retention from 2021 to 2025. This figure excludes terminations due to death, divorce, international relocation, or, in one case, becoming a Geometric employee.
[4] Geometric’s Net Promoter Score as of December 2025; calculated via a survey sent to all clients (distribution of responses: 81% “promoters,” 19% “passives,” 0% “detractors”), with a 40% client household response rate. Respondents were not compensated for their participation, and there were no material conflicts of interest. Respondents were given the option to remain anonymous. The “market leader” Net Promoter Score for the Wealth Management Industry is sourced from the March 2025 U.S. Benchmark Report by NPS Prism® by Bain & Company.