Geoffrey Malko-Rasmussen

Financial Advisor

Geoffrey Malko-Rasmussen has been helping families and business owners build meaningful, lasting wealth since 2009. A 2008 Business School graduate of Purdue University, Geoffrey is known for his disciplined, long-term approach to wealth accumulation and income distribution planning.

Often described as an “old soul,” Geoffrey developed an early respect for money, stewardship, and responsibility. He began investing early in life and has consistently lived well below his means — not as a sacrifice, but as a strategy. That mindset continues to shape the advice he gives today.

Geoffrey was deeply influenced by mentors from what is often called the “Greatest Generation” — individuals shaped by the Great Depression and World War II who understood resilience, patience, and the true purpose of wealth. From them, he learned that money is not about status, but about security, freedom, and taking care of the people you love.

Losing his mother to dementia profoundly shaped his perspective on planning. It reinforced for him that wealth is not just about growth — it is about protection, preparation, and preserving dignity during life’s most difficult seasons. This personal experience drives his commitment to thoughtful, structured planning that prepares families for both opportunity and uncertainty.

Outside of his professional life, Geoffrey is a loving husband and father of two who enjoys the outdoors and has a passion for real estate and automobiles. His life reflects the same principles he teaches: discipline, stewardship, intentional living, and building a legacy that lasts.