Financial Advisor
If you’re searching for a top financial advisor in Washington, DC, looking for wealth management firms in Northern Virginia, or seeking financial planning services in Maryland, you’ve probably noticed something…
Read MoreHave you ever wondered what separates a great financial advisor from the rest? Entrepreneur Magazine just spotlighted Glassman Wealth in a revealing profile that addresses one of the biggest problems in…
Read MoreEarlier this year, Glassman Wealth quietly surpassed $2 billion* in assets under management (AUM), and honestly, I hesitated to share the news. After all, how does hitting an AUM milestone…
Read MoreAre you in search of a financial advisor who genuinely has your best interests at heart? Like most people, you likely prefer an advisor who prioritizes your needs above their…
Read MoreOccasionally we meet with potential clients and it’s just not the right fit. Perhaps our wealth management philosophies are not aligned, or after establishing a net worth statement they don’t…
Read MoreBarry 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…
Read MoreYou’ve been working with a broker for years, and built up a great relationship, and one day they announce that they’ve left their firm in pursuit of greener pastures. So…
Read MoreIt’s now possible to invest for basically nothing. On one side of the cost spectrum are firms like Vanguard and Betterment, who are commoditizing low-cost investing. On the other side…
Read MoreAt 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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