Paul Geiger

Paul Geiger is an Associate at Windsor Advisory Group in Columbus, Ohio, where he contributes to the firm's comprehensive family office services, focusing on holistic wealth planning and management for high-net-worth individuals and families. His role involves supporting clients across complex financial life events, such as retirement planning, business sales, and succession, leveraging Windsor’s integrated network and fee-only advisory model.

Geiger's investment expertise centers on private wealth management, with a particular emphasis on the effective structuring of portfolios encompassing equities, fixed income, and alternative investments for clients seeking tailored solutions and legacy preservation. Previously, he served as Director of Private Wealth Sales and Support, and Senior Private Wealth Consultant at Meeder Investment Management, gaining extensive experience in client advisory, investment strategy, and sales execution within the financial services and asset management sectors.

He holds a Bachelor of Arts in Economics and a Minor in Business Administration and Management from The Ohio State University. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Geiger is recognized for his deep technical proficiency and commitment to professional standards, making significant contributions to advancing client-centric investment processes within the wealth management industry.