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
Is the Past Week’s Market Volatility a Signal to Sell? [October, 2018]
October 19, 2018During last week’s stock market sell-off, we saw a 5%, two-day drop in the S&P 500 index. But is this cause for long-term investor concern? ...
Read MoreCompound Interest: The Proven Investment Strategy [VIDEO]
October 12, 2018This video on compound interest was taken from our course: "The Step-by-step Guide to Your 401k Plan." We hope it's helpful! *Return information sourced from ...
Read MoreHow To Protect Yourself from Becoming the Next Victim of a Ponzi Scheme
September 28, 2018Recent years have seen the emergence of financial fraud as a leading threat to investor confidence in the US financial system. These frauds are complex ...
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