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A bond, also known as a fixed-income security, is a debt instrument created for the purpose of raising capital. A mutual fund is an investment program funded by shareholders that trade in diversified holdings and is professionally managed. A municipal bond is a debt obligation offered by a state government or municipality that uses the loans to provide

Andrew founded Geometric Wealth Advisors in 2015. He spent the prior eight years as a Partner with Classic Capital, where he served as a Wealth Advisor for high net worth families and individuals. He sold his stake in Classic to build a firm devoted entirely to serving his peers. Tom joined Geometric Wealth Advisors in 2018. With prior experience in