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.
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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
2018 Year-End Market Update [December 31, 2018]December 31, 2018
This past December has delivered an emotional news cycle where financial and political events collided to create one of the worst performing stock markets for ...Read More
Glass Jacobson | Top 150 CPA Firms by Assets Under ManagementDecember 21, 2018
We are excited that Glass Jacobson Financial Group is listed in Accounting Today’s 2018 list of top CPA RIA firms by regulatory assets under management. ...Read More
Financial Planning for Millennials | Where To Start, and How To Secure Your FutureNovember 5, 2018
While the future might seem far away and your student debt insurmountable, the sooner you begin preparing for your future, the happier you’ll be. What ...Read More