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
Maryland 529 plan: Benefits of Contributing to an MD 529 Plan
May 20, 2020Savings for a child’s college education just got a little easier with a Maryland 529 plan. Thanks to a new government program, it’s now possible ...
Read MoreWhen Can We Expect Economic Normalcy?
May 19, 2020As we enter May and the promise of summer, we are reminded that the current crisis will have a lasting impact on society and our ...
Read MoreThe Impact of COVID-19 on When to Claim Social Security Benefits
May 13, 2020While COVID-19 won’t affect the amount you receive in Social Security benefits, it may impact when you decide to claim your benefits. The COVID-19 pandemic has, in ...
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