WASHINGTON, DC FINANCIAL ADVISOR
Looking for a financial advisor in Washington, DC?
Glass Jacobson Financial Group is a Registered Investment Advisor (RIA) that represents the highest standard of investment advisory. We have been certified by the Centre for Fiduciary Excellence.
A CEFEX certification means that we are bound to the highest level of fiduciary standards and always act based on what is most beneficial to our clients. Our financial advisors at our Rockville office can help you strategize and attain your financial goals.
#34 Fastest Growing RIA Firm
We were recently named the #34 fastest growing RIA (Registered Investment Advisor) company in the country by Financial Advisor Magazine. Watch this brief video to learn more.
Five Time-Tested Conclusions about The Financial Markets
Jon Dinkins, CPA/PFS, CIMA®, AIF®, CMFC® is the managing director of our Investment Advisory Services. Read this article to see how you can build a system for handling your wealth that is strategic and gives returns that will move you closer to your goals.
The Power of the Market
This brief video shows how depending on the power of the market is far more wise than trusting in your own or even millions of other investors’ judgment.
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Washington, DC OFFICE
We provide financial planning services across Washington, DC and the surrounding areas:
Rockville, North Bethesda, Redland, Aspen Hill, Gaithersburg, Potomac, North Potomac, Olney, Montgomery Village, Bethesda, Colesville, Germantown, Friendship Village, White Oak, Silver Spring, and Hillendale.
Recent Blog Posts
Steps to Take When a Spouse Passes Away
July 22, 2019Knowing what to do when a spouse passes away can make a difficult situation a little easier to navigate. Unfortunately, we have seen too many ...
Read MoreUse Trusts to Navigate Complex Inheritance and Tax Issues
July 8, 2019Trusts are an excellent wealth management tool that can help you legally navigate inheritance and tax issues. Depending on your objectives, you can choose from ...
Read MoreSpecial Needs Trust: What It Is and When to Use It
July 3, 2019A special needs trust should be considered by parents or other caretakers of someone with a physical or mental disability. This financial vehicle offers several ...
Read More
