Washington DC · Maryland · Northern Virginia
Fee-Only Financial Advisor – Washington DC, Maryland & Northern Virginia
Glassman Wealth Services is a fee-only, fiduciary wealth management firm based in Vienna, Virginia, serving high-net-worth families across Washington DC, Maryland, and Northern Virginia. With over $2.5 billion in assets (as of February 28, 2026) under, we works with clients who have a minimum of $2 million in investable assets, and who want a single, dedicated team to handle their full financial picture, not a call center that answers by rotation.
Washington DC Metro Area Office
The DMV Clients We Serve
Wealth Management for Executives, Professionals, and Families Across Washington DC, Maryland, and Northern Virginia
We serve high-net-worth families across Northern Virginia, Washington DC, and Maryland navigating significant financial complexity.
Senior Professionals Who’ve Outgrown Their Current Approach
Name the geography: Bethesda, Chevy Chase, Potomac, McLean, Great Falls, Alexandria, Arlington. These are the suburbs where Glassman’s core Successful Professional ICP lives. They’ve been with the same advisor for a decade, or they’ve been doing it themselves, and neither is working anymore. They want expertise, precision, and availability. They are done worrying about whether their financial picture is in order.
Government Contractor and Defense Executive Equity Holders
The Tysons-Bethesda-Rosslyn corridor employs more defense and intelligence contractor executives than anywhere in the country. Name the planning complexity: equity compensation from SAIC, Leidos, Booz Allen, or a cleared defense firm looks different from commercial tech RSUs. Deferred compensation schedules, non-compete periods, and procurement regulations create a multi-variable planning problem that requires an advisor who has seen it before.
Federal Employees and Retirees
FERS pension coordination, TSP allocation, federal health benefits, and the interaction between a government pension and outside investment income require specific knowledge. This is a large, underserved ICP in the DC metro market, and Glassman’s experience with federal employee planning is a differentiator worth naming explicitly.
Families Navigating a Financial Transition
The death of a spouse. A divorce. An inheritance. The sale of a business. A deferred retirement that finally becomes real. These families often come to Glassman not as longtime planners but as people who need immediate help making sense of a financial picture that has suddenly changed. They need a team that will show up – in person if necessary, on the phone the same day if not.
DC · Maryland · Virginia
Managing Wealth Across Three Jurisdictions – DC, Maryland, and Virginia
Our Approach
The Just One Client™ Standard
Fee-Only, Fiduciary, and Available When It Matters
The operational reality of the Just One Client™ standard becomes especially resonant for remote or hybrid client relationships.
| 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
Working with Glassman from Anywhere in the DC Metro Area
In-person meetings
At the Vienna VA office near Tysons Corner, accessible from I-495 and Route 123
Hybrid model
Many client relationships operate via a combination of in-person and video meetings – particularly for clients in DC proper, Bethesda, or further-flung Maryland communities
The firm’s standard
Availability and responsiveness are not dependent on geography. Clients describe the team as “always available” – by phone, email, or scheduled call, regardless of where the client is located
No satellite offices
Glassman operates from a single Vienna VA location. This is a feature, not a limitation – it keeps the team focused and the client relationship centralized
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. Ranking is as of 2026 and is not indicative of future investment performance or client experience. Rankings are not endorsed by any regulatory authority.
Common Questions
FAQs – Financial Advisor in the Washington DC Metro Area
What is a normal fee for a financial advisor in Washington DC?
Most fee-only financial advisors in the DC metro area charge between 0.5% and 1.25% of assets under management annually. At Glassman Wealth Services, fees are transparent and disclosed in the firm’s Form ADV. There are no commissions, no product markups, and no hidden charges. Clients pay a single advisory fee for comprehensive planning across investments, taxes, estate strategy, and financial coordination.
What is a red flag when choosing a financial advisor?
Does Glassman Wealth work with clients in Maryland and Washington DC – not just Virginia?
Is $200,000 in investable assets enough to work with Glassman Wealth Services?
Can Glassman Wealth help with the financial complexity specific to federal government employees?
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 Washington DC, Maryland, or Northern Virginia looking for a fee-only, fiduciary advisor with the depth and experience to handle your full financial picture – across jurisdictions, across life stages, and across whatever comes next – Glassman Wealth is worth a conversation.