Glassman Wealth is a full-service, fee-only fiduciary providing highly personalized investment advice, financial planning, and wealth management. With one of the lowest client-to-advisor ratios in the industry, Glassman Wealth’s team of engaged, innovative advisors has the time to focus on each client’s unique needs and goals and dreams. This personalized and sophisticated approach enables Glassman Wealth to serve each client as their dedicated financial steward, helping them not simply to achieve their financial goals, but to realize their dreams.
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.