Business Details
11 Years
experience
Your Trusted Partner for Financial Planning Solutions
Geometric Wealth Advisors was founded in 2015 to address the unique financial needs of executives and partners in demanding careers. Our team of certified financial planners, chartered financial analysts, and tax professionals brings decades of combined experience from top-tier institutions like Harvard, Dartmouth, and Vanguard. We specialize in creating holistic financial strategies that integrate portfolio management, tax optimization, and personalized planning for high-achieving professionals who lack time to manage complex financial lives.Our evidence-based investment approach focuses on low-cost, tax-efficient strategies using passive index funds, while our proactive advisory model eliminates mental burdens by continuously refining net worth projections and prioritizing financial decisions. With a client-centric philosophy rooted in transparency and no hidden fees, we serve clients nationwide through a fully virtual platform that combines cutting-edge technology with personalized service.
Services
Financial Planning
Portfolio Management
Tax Services
Investment Management
Retirement Planning
Estate Planning
Debt Management
Charitable Giving Strategies
Behavioral Finance Coaching
Tax Loss Harvesting
Details
- Year established: 2015
Highlights and features
- We specialize in serving executives and partners in demanding careers
- Our advisors hold top industry certifications including CFP, CFA, and CPA
- We use evidence-based, low-cost passive investment strategies
- Tax planning is fully integrated with investment management
- Behavioral finance coaching prevents emotional investment decisions
Associations and certifications
- CFP Board
- CFA Institute
- AICPA
Services
Financial Planning
Comprehensive financial planning creates personalized roadmaps integrating net worth projections, retirement goals, education savings, debt management, insurance needs, and estate planning. Our certified advisors develop strategies that align with career trajectories and life milestones while continuously updating plans to reflect changing circumstances. This service helps clients make informed decisions about major financial commitments and long-term wealth accumulation.
Portfolio Management
Active portfolio management implements evidence-based strategies using low-cost index funds and ETFs from Dimensional Fund Advisors and Vanguard. We maintain optimal asset allocation across all account types, perform tax-loss harvesting, and rebalance portfolios while considering transaction costs. This service aims to maximize after-tax returns through strategic placement of investments in taxable and tax-advantaged accounts.
Tax Services
Integrated tax services combine preparation, filing, and strategic consulting with investment management. Certified public accountants work alongside wealth advisors to optimize tax efficiency through strategic asset location, year-round tax planning, and charitable giving strategies. This service eliminates the need for separate tax professionals while ensuring coordinated financial decision-making.
Behavioral Finance Coaching
Behavioral finance coaching helps clients maintain investment discipline during market volatility. Advisors provide guidance to prevent emotional decisions that could undermine long-term strategies. This service focuses on maintaining adherence to evidence-based plans while navigating market fluctuations and news-driven impulses that often lead to poor investment outcomes.
Estate Planning
Estate planning services develop strategies for wealth transfer that consider tax implications, family needs, and charitable goals. Advisors coordinate with legal professionals to create comprehensive plans that protect assets and ensure client wishes are fulfilled. This service integrates with overall financial planning to optimize intergenerational wealth transfer.
People
Andrew Leonard
Managing Partner
Andrew founded Geometric Wealth Advisors in 2015 after eight years as a Partner with Classic Capital. He specializes in serving high-net-worth professionals and holds a CFP certification. Andrew graduated from Harvard Business School and Emory University.
Tom McAndrews
Senior Wealth Advisor & Partner
Tom joined Geometric in 2018 with experience from Oliver Wyman, Goldman Sachs, and Bristlecone Advisors. He holds a CFA designation and focuses on helping professionals manage complex financial lives through evidence-based strategies.
Jen Knight
Tax Team Lead & Partner
Jen leads our tax services with seven years at PricewaterhouseCoopers. A CPA and CFP, she specializes in tax compliance and consulting for high-net-worth individuals. Jen joined Geometric in 2021 to integrate tax expertise with wealth management.
Elisa Lundy
Financial Planning Team Lead
Elisa leads financial planning after graduating with a Financial Counseling degree. She has extensive experience in creating comprehensive financial plans and joined Geometric in 2020 to help clients achieve long-term financial goals through personalized strategies.
Julie Higgins
Chief Operating Officer & Partner
Julie joined Geometric in 2022 with operations leadership experience from EY-Parthenon and Staples. She manages firm operations to ensure optimal client experience while understanding client needs through her consulting background.
Questions
What services does Geometric Wealth Advisors offer?
We provide comprehensive financial planning, portfolio management, and tax services integrated into cohesive strategies for executives and partners in demanding careers.
How are your investment strategies different?
We use evidence-based, low-cost passive investing with tax-efficient placement and systematic rebalancing, avoiding market timing and active stock picking.
Do you work with clients outside the US?
We primarily serve US-based clients through our virtual platform, though we can work with some international clients depending on regulatory requirements.
How are fees structured?
Our fees are tiered based on portfolio size, ranging from 0.25% to 1.00% annually, covering all financial planning, investment management, and tax services.
What makes you different from robo-advisors?
We offer personalized financial planning and tax integration with human advisors who understand complex career trajectories, unlike automated-only platforms.
How do you handle tax optimization?
We integrate tax planning with investment management, using tax-advantaged accounts strategically, harvesting losses, and coordinating with in-house CPAs.
