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
2018 Year-End Market Update [December 31, 2018]
December 31, 2018This 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 MoreGlass Jacobson | Top 150 CPA Firms by Assets Under Management
December 21, 2018We 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 MoreFinancial Planning for Millennials | Where To Start, and How To Secure Your Future
November 5, 2018While 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 ...
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