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
How to Ensure Your Loved Ones are Cared for when You Pass Away
May 29, 2019It is tragic when a client contacts us after losing a spouse - even more so when it is unexpected. Often the surviving spouse was ...
Read MoreGlass Jacobson Renews CEFEX Certification
April 12, 2019Glass Jacobson has renewed its investment advisor certification with the Centre for Fiduciary Excellence, CEFEX, for another year. An Fi360 company, CEFEX certifies investment advisory ...
Read MoreInvesting in Qualified Opportunity Zones (QOZ) Can Reduce Capital Gains Taxes
March 16, 2019In 2017, Congress established the Qualified Opportunity Zone (QOZ) program as part of the Tax Cuts and Jobs Act. The purpose of the new program ...
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