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.
Joe Mechlinski is a close friend of ours, and a big reason why we have been able to accomplish so much and be named a “Best Place to Work.” Joe wasn’t supposed to succeed: he was raised in inner-city Baltimore where the opportunities were few and the idea of success was distant, but he succeeded regardless. He teaches and consults small businesses to “grow regardless” – regardless of adversity, regulations, and competition. Joe’s philosophy is that employee engagement is the driving force behind company success. We are inspired by Joe and hope this book not only helps you understand our philosophy, but inspires you as well.