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Geometric Wealth Advisors, LLC

EST. AUM
$1,330,410,000

CONTACTS
1

CLIENT ACCOUNTS
2,081

Firm Details

Metro area Washington, DC
CRD Number 171670
Website geometricadvisors.com
Client types

Overview

Geometric Wealth Advisors is a Washington D.C.-based RIA specializing in comprehensive financial planning and tax services for a specific niche: executives and partners in management consulting, finance, and other demanding careers. The firm employs an evidence-based, low-cost, and passive investment methodology, utilizing mutual funds and ETFs from providers like Dimensional Fund Advisors (DFA). All services—financial planning, portfolio management, and tax preparation—are bundled into a single asset-based fee.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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