Barry Glassman, CFP®

Founder and President

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Building Wealth Management Around You

Barry Glassman founded Glassman Wealth Services with a simple but revolutionary idea: what if wealth management wasn’t about managing as many clients as possible, but about having the time to truly understand each one? His vision was then, and continues to be, to bring the sophisticated investment strategies and personalized attention typically reserved for the ultra-wealthy to families at every level. At Glassman Wealth, we call this our “Just One Client” philosophy, and it drives everything we do.

As Founder, President, and Chief Investment Officer, Barry leads a team of fiduciaries in crafting portfolios as unique as the families they serve. Whether your goals center on preserving wealth, generating income, or pursuing growth, their objective approach ensures each strategy reflects your values, not theirs.

A Voice in the Industry

Barry’s insights reach far beyond the firm’s offices.

As a longtime columnist for CNBC.com and a member of the CNBC Financial Advisor Council for over a decade, he helps shape conversations around wealth management and financial planning. His commentary has appeared in Forbes, the Washington Business Journal, and American Lawyer Media, while his dozens of guest hosting appearances on CNN Radio Money Talk brought complex financial concepts to everyday investors. He also serves as WTOP’s regular financial contributor, translating Wall Street jargon into practical guidance for real people.

Barry has served as Chairman of the National Financial Planning Association’s Tax Sub-Committee and as president and Chairman of the Financial Planning Association’s National Capital Area Chapter. His six years on the Board of Directors of the International Association for Financial Planning culminated in receiving the Norma Severns FPA Leadership Award for his industry volunteer work.

Recognition That Matters

Barry’s professional excellence has earned consistent recognition from the industry’s most respected publications and organizations. He has been named to Barron’s Top 100 Independent Advisors list in 2024, 2025, and 2026, featured in InvestmentNews, and recognized by Washingtonian as one of Washington, DC’s Best Financial Advisorsmost recently in 2026. He has also been inducted into Washingtonian’s Top Wealth Advisor Hall of Fame.

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION BELOW

Barry’s charitable leadership earned him the industry’s most prestigious recognition for philanthropic work: the InvestmentNews Community Leadership Award.

Beyond the Bottom Line

For over a decade, Barry channeled his strategic thinking and leadership skills into the fight against brain tumors. As a longtime board member of the National Brain Tumor Society, he played an integral role in merging three of the five largest brain tumor charities, creating what is now the preeminent organization representing patients and families worldwide.

His leadership extended to the front lines of fundraising. For 13 years, Barry hosted Chef Night—an over-the-top wine and culinary experience that redefined fun at charity galas. For more than ten years, he co-chaired the annual Race for Hope, growing it into the world’s largest gathering of brain tumor patients and families. He was honored to receive the Roche Charity Leadership Award and the Leadership Award from Hope Connections for Cancer Support for work he considers some of his most important.

Through a Different Lens

When Barry isn’t analyzing markets or building portfolios, he can be found behind a camera. His passion for photography might seem unrelated to financial planning, but both require the same skills: patience, attention to detail, and the ability to see what others miss.

Although color-blindness kept photography from becoming a profession, it couldn’t diminish his passion. Barry’s photography portfolio can be found at barryglassman.net.

 

 


Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if GWS is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, GWS did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of GWS by any of its clients.

ANY QUESTIONS: Glassman Wealth Services, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

Awards Criteria

Awards, rankings and/or recognition by unaffiliated rating services and publications: are absolutely not indicative of GWS’s future performance, or any future performance pertaining to its clients’ investments; should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if GWS is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of GWS by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

Barron’s Top Advisor – 2025, 2024
Published September 2025, May 2024

Advisors who wish to be ranked must first pass a prequalification then fill out a survey with more than 100 questions about their practices. Barron’s verifies that data with the advisors’ firms and with regulatory databases, then applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: 1) assets, 2) revenue, and 3) quality of practice.

We do not pay a fee to be included on the list. For more information, please visit: https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04

Barron’s Top Advisor Rankings in Virginia – 2026
Published April 2026

The Barron’s rankings are based on data by over 7,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The rankings are meant as a starting point for clients looking for an advisor–a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would search for a doctor–interviewing multiple professionals and getting opinions from multiple third parties.

We do not pay a fee to be included on the list. For more information, please visit: https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04

Washingtonian: DC’s Best Financial Advisers – 2026, 2025, 2024, 2023, 2022, 2021

The Washingtonian surveys hundreds of area financial professionals during the preceding 4-6 months prior to publishing the award. The 2026 award was published in January 2026. The 2025 award was published in January 2025. The 2024 award was published in January 2024. The 2023 award was published in January 2023. The 2022 award was published in March 2022. The 2021 award was published in January 2021.

Fee-only advisers include certified financial planners who do not accept commissions or referral fees. To arrive at the names of the area’s 201 top financial advisers-the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a “best adviser” tag-the Washingtonian distributed surveys to hundreds of people who work in the local financial industry, asking them whom they would trust with their own money. Washingtonian also did their own research, consulting industry experts and publications. The “best adviser” names on this list are the people who received the strongest recommendations.

Washingtonian’s Top Wealth Advisor Hall of Fame

Washingtonian began publishing a Top Financial Advisers list in 2009. Each time, the Washingtonian distributed surveys to hundreds of people who work in the local financial industry, asking them whom they would trust with their own money. Washingtonian also did their own research, consulting industry experts and publications. The “best adviser” names on the list are the people who received the strongest recommendations.

Hall of Fame qualification criteria:

  • Some people have been on the list year after year. In 2023, Washingtonian decided to honor those repeat winners with a “lifetime achievement” award for local financial experts.
  • The Hall of Fame consists of more than 100 financial advisers, tax accountants, insurance professionals, and estate attorneys who have repeatedly been named a top wealth adviser. Specifically, they must have appeared on a Top Financial Advisers list at least 8 of the past 14 years, including 3 of the most recent 5 years. All honorees are still practicing, and they’re listed under their current firms even if they previously worked elsewhere.

Barry is a regular contributor to:

Barry has been featured in:

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More Team Members:

Principal and Client Advisor
Travis Russell, CFP®
Principal and Client Advisor
Lindsay Shetterly, CIMA®, CES™
Principal and Client Advisor
Eric Dunner, J.D., CFP®
Chief Operating Officer
Laura Cheplak
Vice President and Client Advisor
Dana Sippel, CFP®, CPA/PFS, AEP

*Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Glassman Wealth Services is engaged, or continues to be engaged, to provide investment advisory services.