wealth management

FIDUCIARY FINANCIAL ADVISOR SERVICES

Is your financial advisor CEFEX certified?







Investment Advisory

Our time tested wealth management processes leverages the power of academic research to help our clients reach their goals. Our financial advisors provide strategic investment advice to help our clients build wealth.


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Financial Planning

Financial planning can be intimidating in its complexity. But it doesn’t have to be! Our financial advisors provide holistic wealth planning that simplifies the process and helps you get on track to reach their goals.


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Insurance Services

We use our broad expertise in financial planning to look at our client’s insurance needs in the context of a complete financial portrait. Ultimately, our goal is to minimize spread out financial risk.


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Insurance Services

We are committed advocates for those charged with the investment and administrative duties in 401k plans. Let us help you make sense of your company’s retirement plan.


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cefex wealth management

CEFEX CERTIFIED

Glass Jacobson Financial Group is part of an elite group of financial advisors that have successfully completed the independent certification process by the Centre for Fiduciary Excellence. This recognition validates something we already know—we hold to the highest fiduciary standards and always act in the best interest of our wealth management clients. Feel free to check out "How Clients Benefit From Their Advisor’s CEFEX Certification" and "The Road to Fiduciary Security" to learn more.



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