Glassman Wealth Services is a wealth management firm headquartered in Northern Virginia. We are a fiduciary financial advisor providing completely objective, fee-only financial planning and investments that values relationships with our clients and their families over pie charts and reports so we can focus on our client’s goals and objectives.
You’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 what now? Do you keep your assets at the original firm, where they’ve been for years, or do you follow the individual you’ve been working so closely with? Barry Glassman shares on CNBC that the first step is entirely your decision- and don’t let pressure of either side sway you.