Geller & Lehmann, operating as The Family Financial Group, provides financial planning, tax preparation, personal accounting, estate planning, and small business services. Geller acts as a financial quarterback, coordinating with other professionals to develop financial strategies for clients. They provide investment advisement by reviewing and monitoring the asset allocation plans prepared by the client's primary registered investment advisor (RIA). Geller is a fee-only firm and does not receive commissions.
Fee Structure
Geller & Lehmann provides high-level advice regarding investments recommended to the client by their primary registered investment advisor (RIA). Geller only charges clients by the hour. The RIA sends an invoice to the client for approval prior to deducting the fees from the client account.