OUR MISSION

Manage the Now, Empower the Future

Empower Our Clients

We empower our clients to build wealth! Whether it's business endeavors, investment choices, and/or tax strategies, Glass Jacobson Financial Group provides unparalleled guidance. Our approach is holistic, reflecting our sincere desire to meet all of your financial needs. The result? Businesses that grow and happy clients!

Empower Our Team

We nurture the growth and leadership of our employees and promote a work environment that fosters creative solutions and client satisfaction. We have been awarded a top workplace award for seven years in a row! Learn more about our award winning team members.

Empower Our Community

Our community is empowered through our education and volunteer programs. As industry leaders in many financial arenas, we see it as our duty to share our knowledge and expertise. Let us help you grow your business and build wealth through our relevant, enjoyable, and helpful content.

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Recent Blog Posts

Glass Jacobson Renews CEFEX Certification

April 12, 2019

Glass Jacobson has renewed its investment advisor certification with the Centre for Fiduciary Excellence, CEFEX, for another year. An Fi360 company, CEFEX certifies investment advisory ...

Glass Jacobson Announces New Hires and a Promotion

March 1, 2019

Glass Jacobson welcomed retirement planning assistant Garmai Forloma and operations specialist Jake Sand to the team in February 2019. Wealth Advisor Jon Dinkins II has ...

Richard Barsky, CPA Joins Glass Jacobson Financial Group

February 18, 2019

Richard Barsky, CPA has merged his firm Whelan Barsky & Associates with Glass Jacobson, joining the group’s Rockville team as a principal. Richard specializes in ...