Vienna, VA · Tysons Corner · Northern Virginia
Fee-Only Financial Advisor in Vienna, VA
Glassman Wealth Services is a fee-only, fiduciary wealth management firm based in Vienna, Virginia, near Tysons Corner. With over $2.5 billion in assets under management (as of February 28, 2026), we work with high-net-worth families across Northern Virginia, Washington DC, and Maryland.
Our Vienna, VA Office
Who We Serve
Wealth Management for Successful Professionals, Executives, and Families in Transition
We serve high-net-worth families across Northern Virginia, Washington DC, and Maryland navigating significant financial complexity.
Successful Professionals
High earners who have built significant wealth and no longer want to manage it themselves. They value a firm that handles every detail proactively – investments, tax strategy, estate coordination – so they can focus on what matters. Clients in this group describe Glassman as “the team that worries so I don’t have to.”
C-Suite Executives & Equity Compensation
Senior executives and employees at Tysons-corridor government contractors – Leidos, Booz Allen, SAIC, CACI – with wealth concentrated in RSUs, options, NQSOs, and deferred compensation. They need coordinated planning across liquidity windows, tax exposure, and long-term diversification. A firm that understands concentrated positions is not a nice-to-have – it’s a requirement.
Families Facing Transitions
A spouse navigating finances alone for the first time. A family receiving an inheritance. Parents planning for aging or the shift into retirement. This group needs more than investment management – they need a steady, available partner who shows up at the difficult moments. One client described Glassman as helping her “after my husband died in ways I don’t think most firms do.”
Our Approach
The Just One Client™ Standard
Fee-Only, Fiduciary, and Built Around You
The Just One Client™ standard is Glassman’s commitment that every client receives the same depth of focus – as if they were our only client.
| 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 | ✓ | ✕ |
Is Glassman Wealth the Right Fit?
May be a strong fit if you:
- Have $2 million or more in investable assets
- Want a fee-only, fiduciary advisor – no commissions
- Prefer a single dedicated team who knows your full picture
- Are based in Northern Virginia, DC, or Maryland
- Are navigating a transition: retirement, business sale, inheritance, loss of a spouse
MAY NOT BE A STRONG FIT IF YOU:
- Have investable assets below the $2 million minimum
- Are looking for transaction-based or brokerage services
- Prefer a national firm with branch offices across multiple states
Why Local Matters
Why Working with a Local Firm in Northern Virginia Matters
Industry-Specific Fluency
The Tysons corridor is home to one of the largest concentrations of government and defense contractors in the country. Glassman’s team understands how equity compensation from Leidos or SAIC differs from a startup RSU – and how FERS retirement planning differs from a 401(k).
In-Person Access When It Matters
Major liquidity events, estate decisions, the death of a spouse – these are not video-call moments. A firm in your zip code means a team that can show up at the moments that require more than a screen.
A Rooted Local Professional Network
Estate attorney referrals, CPA coordination, and fluency in Virginia vs. DC vs. Maryland regulatory nuances. A locally rooted firm brings a professional ecosystem, not just investment management.
Recognition & Awards
Independently Recognized for Excellence in Wealth Management
The Barron’s ranking is based on assets managed, revenue produced, and quality of practice. No fee was paid to Barron’s for inclusion. Rankings are as of the date noted and are not indicative of future investment performance or client experience. Rankings are not endorsed by any regulatory authority.
Common Questions
FAQs – Financial Advisor in Vienna, VA
What is a fee-only financial advisor and why does it matter?
A fee-only financial advisor charges clients directly for advice – typically as a percentage of assets managed – and earns no commissions. This removes conflicts of interest entirely.
Glassman Wealth Services is fee-only and fiduciary, meaning our only financial incentive is to give advice that serves you. No product sales. No annuities. No referral kickbacks.
What is a normal fee for a financial advisor?
What is the minimum to work with Glassman Wealth Services?
What is a red flag when choosing a financial advisor?
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’re a high-net-worth family in Northern Virginia looking for a fee-only, fiduciary advisor with a Barron’s-ranked track record – Glassman Wealth is worth a conversation.