Geoff Newman

For over 14 years, Geoff has been helping his clients achieve their goals through financial and business planning, investment advisory, education planning, income tax planning, and estate or legacy planning.  Over his career he has focused on helping entrepreneurs, families, and military personnel achieve financial security through the vast products available, being a fiduciary and independent advisor.  He believes that the client service model should be “white glove” and client centric.

Geoff earned his Bachelor of Arts in Economics and Criminology and Criminal Justice from the University of Maryland.  He holds the Certified Plan Fiduciary Advisor (CPFA) and his Series 7, 6, 63, 65, and Life & Health licenses.  Prior to operating his own advisory firm, he was recruited to be the Director of Financial Planning for Southern Maryland Insurance.  In addition to his financial advisory practice, he is also the Chief Financial Officer of his generational family business that has been in operation since 1955.

Geoff enjoys spending his time serving in leadership positions in DC Society Sons of the American Revolution, Almas Shriners, and has served as co-chair of the Sweethearts and Patriots Gala to raise money for veteran causes.  In addition to service, he is an avid Maryland “Terp” fan and golfer.  He currently lives in Maryland with his family.