Culture
At Glassman Wealth, we can do everything right helping our clients save and invest, but if a scammer comes along and takes their money? It’s all for naught. We’ve had…
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In a time with so much advancement in technology and changes in the way we live, now is the perfect time to hear a futurist’s perspective on what our lives…
Read MoreWhat’s it like working at the #1 Best Place to Work? During a pandemic? When you start with the company in March of 2020? Unusual? Undoubtedly. Surprising? Certainly. Extraordinary? Absolutely.…
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At Glassman Wealth Services not only are we passionate about enriching the lives of our clients, but through our focus on transparency and culture we hope to do the same…
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Barry recently met with Julie Cooling, Founder & CEO of the RIA Channel to discuss Glassman Wealth, and our One Client Approach. Click the picture below to watch the full…
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What if you had just one client? Barry Glassman met with InvestmentNews at Schwab IMPACT 2018, and shared how this mindset helps shape our firm and allows us to best serve…
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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…
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We are thrilled to announce that Client Advisor Candace Lee has recently attained the IRS designation of Enrolled Agent (EA), the highest credential awarded by the IRS. Enrolled agents are…
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At Glassman Wealth Services, it is vital that we continue to learn from each other, our clients, and new experiences. For me, among these experiences has been becoming a member…
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A common trait among our advisors and team at Glassman Wealth is curiosity. We are continuously seeking out more knowledge, discovering better ways to serve our clients, and investigating the…
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