Sean Geiger

President

A graduate of The Ohio State University, I have spent the past 32 years helping individuals, families, and businesses protect what they have built, pursue their financial goals, and plan confidently for the future. Throughout my career, I have had the privilege of building long-standing relationships with my clients, in some cases working with three generations of the same family—parents, children, and grandchildren. Guiding families through life’s most important transitions and earning their trust along the way has been one of the most rewarding aspects of my career.

While I advise corporations as well, my primary focus has always been on families and the people behind their financial goals. I believe the most meaningful work I do is helping clients define what matters most to them, preserve and grow their wealth, and create a lasting legacy for the people they love. Every relationship is built on a foundation of trust, personal attention, and a long-term commitment to each client’s unique goals.

Outside of the office, I value time with my family and the interests that keep life balanced and grounded. Giving back to my community has always been especially important to me. I am a co-founder of Help 4 Our Children, a charitable organization that has supported children and families in Loudoun County for more than 15 years. In 2010, I was honored as Man of the Year by the Leukemia & Lymphoma Society for the Washington, D.C., Maryland, and Virginia region in recognition of my commitment to supporting the community.

Over the course of my career, I have also been honored with several professional distinctions, including:

Five-Star Wealth Manager
Top 20 Financial Consultants in Virginia, Washington Post Magazine
Top 1,000 Financial Consultants in America, Barron’s
Best of Suburbia, Posh Seven Magazine

As your advisor, I bring the resources of a premier investment platform and the experience of a seasoned team of professionals to every client relationship. My approach is highly personal and tailored to what matters most to you and your family. Whether planning for the next chapter, navigating a major life transition, or building a legacy for future generations, my goal is to provide thoughtful guidance, trusted advice, and a relationship you can rely on for years to come.

← Meet Our Team