We are thrilled that Barry Glassman has been named the 2018 Planner of the Year by the Financial Planning Association of the National Capital Area.
Two of the major criteria for this award are Community/Charitable work, and Innovative Financial planning techniques/practice management; two things that not only Barry but the entire firm here at Glassman Wealth are passionate about. From supporting causes dear to us, to helping guide our clients in their own charitable endeavors, making a difference in the community has inspired many of our team members and clients alike.
And not only do we utilize and seek out new and innovative technology within our office, but we urge others in our industry to do the same.
To read more about this award, as well as the other 2018 award winners, click here.
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- Client Advisor Candace Lee Earns Designation of Enrolled Agent - August 17, 2018
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- Barry Glassman named FPA 2018 Planner of the Year - July 22, 2018