Bethesda, MD · Maryland
Fee-Only Financial Advisor in Maryland
Glassman Wealth Services is a fee-only, fiduciary wealth management firm that serves high-net-worth families throughout Maryland, Virginia, and greater Washington DC from our office at Pike & Rose in North Bethesda. With more than $2.5 billion in assets under management (as of February 28, 2026), we work exclusively with high-net-worth families, most of whom live in Maryland, Washington DC, and Northern Virginia.
Our Maryland office is at Pike & Rose in North Bethesda, in Montgomery County, accessible from I-270 and the Beltway. We serve the entire DMV. We are not a franchise location, and we are not a national chain. We are an independent, employee-owned firm built for people whose financial lives have become genuinely complicated.
Our Pike & Rose Office in North Bethesda, MD
Who We Serve in Maryland
Wealth Management for Successful Professionals, Executives, and Families in Transition
We typically work with three kinds of clients, and you will probably recognize yourself in one of them.
Successful Professionals.
You have built significant wealth, and you no longer want to manage the complexities on your own. You value a firm that handles every detail proactively, from investments to tax strategy to estate coordination to insurance review, so you can focus on your work, your family, and your retirement. You have tried doing it yourself. Now you want a team you trust completely.
Executives, Equity Compensation Holders and Business Owners.
You are an executive or senior employee at a company along the I-270 corridor, at a corporate headquarters in the DC area, or you are part of the area’s large medical and research community, and much of your wealth is concentrated in company equity: RSUs, options, NQSOs, deferred compensation. You need coordinated planning across liquidity windows, tax exposure, and long-term diversification. You might even need help thinking through a business sale months or years ahead of time An advisor who actually understands how concentrated positions work is not a nice-to-have. It is a requirement.
Families Facing Transitions.
A spouse who has suddenly become the sole financial decision-maker. Parents planning for aging, long-term care, or what comes next for their children. A family receiving an inheritance. In Maryland, this often carries an added layer: the state’s estate and inheritance taxes, which make coordinated planning more consequential than it is for neighbors across the river. This group needs more than investment management. They need a steady, available, knowledgeable partner who shows up at the difficult moments, not just the quarterly reviews.
Our Approach
The Just One Client™ Philosophy
Fee-Only, Fiduciary, and Built Around You
The Just One Client™ mindset is the heart of how we work. It means we look to operate as if each client is our only client. That is a high bar, so let us make it concrete.
| Glassman Wealth | Commission-Based | |
|---|---|---|
| Legally required to act in your interest | ✓ | ✕ |
| Earns commissions on products sold | ✕ | ✓ |
| Fee structure fully disclosed upfront | ✓ | ✕ |
| Integrated planning (tax, estate, insurance) | ✓ | ✕ |
| Dedicated team assigned to your relationship | ✓ | ✕ |
| Proactive outreach – not reactive service | ✓ | ✕ |
| No annuity or insurance product sales | ✓ | ✕ |
Wondering if Glassman Wealth is the right fit for your situation? Let’s find out together.
Is Glassman Wealth the Right Fit?
Glassman Wealth may be a strong fit if:
- You have $2 million or more in investable assets
- You want a fee-only, fiduciary advisor with no commissions and no product sales
- You prefer a single, dedicated team that knows your full financial picture
- You are likely based in Maryland, DC, or Northern Virginia and value in-person access
- You are navigating a major financial transition: a business sale, retirement, the loss of a spouse, an inheritance, or an equity liquidity event
Glassman Wealth may not be the right fit if:
- Your investable assets are below the $2 million minimum
- You are looking for transaction-based or brokerage services
- You prefer a national firm with branch offices across multiple states
Clients often describe us as the team that worries so they don’t have to.
Why Local Matters
Why Working with a Firm That Knows Maryland Matters
Serving Maryland from our Pike & Rose office in North Bethesda is a practical advantage, not just a geographic fact.
Maryland is one of the few states that imposes both a state estate tax and an inheritance tax, and the rules differ from those in DC and Virginia. We understand how to coordinate trusts, gifting, and residency decisions for Maryland families, and how those state rules interact with federal estate planning. That kind of fluency is not something a national call center can replicate.
We also understand the Maryland economy
How equity compensation at a Bethesda corporate headquarters differs from a startup RSU, how liquidity planning works for biotech and pharma executives along the I-270 corridor, and how law firm compensation and capital accounts build and protect wealth over a career.
In-Person Access When It Matters
Major liquidity events, estate decisions, the loss of a spouse: these are not video-call moments. A Maryland office is a team that can meet you locally, without a trip across the river.
Local Professional Network
Estate attorney referrals, CPA coordination, and a working knowledge of Maryland versus DC versus Virginia regulatory nuances. A locally rooted firm brings more than investment management.
Recognition & Awards
Independently Recognized for Excellence in Wealth Management
The Barron’s rankings are based on assets managed, revenue produced, and quality of practice. No fee was paid for inclusion. Rankings are as of the year noted (2026 and 2025) and are not indicative of future performance or client experience. Rankings are not endorsed by any regulatory authority.
Common Questions
FAQs – Financial Advisor in Maryland
Does Glassman Wealth Services have an office in Maryland?
Yes. We serve Maryland clients from our Pike & Rose office at 11810 Grand Park Avenue, Suite 500, North Bethesda, MD 20852, in addition to our Northern Virginia headquarters in Tysons Corner. Maryland families work with the same dedicated team and the same fee-only, fiduciary standard. If you are in Bethesda, Potomac, Chevy Chase, Rockville,or NW Washington DC, you can meet locally rather than traveling across the river to Virginia.
What is a normal fee for a financial advisor?
What is the minimum to work with Glassman Wealth Services?
How does Maryland’s estate tax affect my financial plan?
Can Glassman Wealth help if I’m managing finances on my own for the first time?
Let’s Talk
Awards Are One Way to Evaluate a Firm. A Conversation Is a Better One.
If you are a high-net-worth family in Maryland looking for a fee-only, fiduciary advisor with a genuine commitment to treating you as their only client, Glassman Wealth is worth a conversation.
Glassman Wealth Services is a registered investment advisor. Registration does not imply a certain level of skill or training. This page is for informational purposes only and does not constitute investment, tax, or legal advice. Past performance does not guarantee future results.
Award Disclosures
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if GWS is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, GWS did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of GWS by any of its clients.
ANY QUESTIONS: Glassman Wealth Services, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
Barron’s Top Financial Advisor – 2026
Published March 2026
Advisors who wish to be ranked must first pass a prequalification then fill out a survey with more than 100 questions about their practices. Barron’s verifies that data with the advisors’ firms and with regulatory databases, then applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: 1) assets, 2) revenue, and 3) quality of practice. We do not pay a fee to be included on the list. For more information, please visit: barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04 
Barron’s Top Advisor – 2025
Published September 2025
Advisors who wish to be ranked must first pass a prequalification then fill out a survey with more than 100 questions about their practices. Barron’s verifies that data with the advisors’ firms and with regulatory databases, then applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: 1) assets, 2) revenue, and 3) quality of practice. We do not pay a fee to be included on the list. For more information, please visit: barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04
Washingtonian: DC’s Best Financial Advisers – 2026
Published January 2026
The Washingtonian surveys hundreds of area financial professionals during the preceding 4-6 months prior to publishing the award. Fee-only advisers include certified financial planners who do not accept commissions or referral fees. To arrive at the names of the area’s top financial advisers, the Washingtonian distributed surveys to hundreds of people who work in the local financial industry, asking them whom they would trust with their own money. Washingtonian also did their own research, consulting industry experts and publications. The “best adviser” names on this list are the people who received the strongest recommendations.
Washingtonian Hall of Fame – 2023
Published February 2023
The list includes more than 100 financial advisers, tax accountants, insurance professionals, and estate attorneys who have repeatedly been named a top wealth adviser in Washingtonian’s pages. These professionals – all still practicing – have been on a Top Financial Advisers list at least eight of the past 14 years, including three of the most recent five. Some may have practiced elsewhere previously, but they are identified with their current firms.