Our “Just One Client” approach means we are dedicated to helping you achieve your financial goals and live your best life.

Lindsay Shetterly,
Principal and Client Advisor

Our Recent Insights

The Top Financial Advisors in Washington, DC, Maryland, and Northern Virginia (according to us)

We’re doing something unusual in wealth management: openly recommending our most respected competitors. Best Financial Advisors in Washington, DC, Maryland, Northern Virginia (2025 Update) In an industry where most wealth management firms are reluctant to acknowledge their competitors, I’m taking a different approach. Having served as a financial advisor in the DC metro area for […]
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Why Glassman Wealth Leads Washingtonian Rankings of Top Fee-Only Financial Advisors

Recently, a prospective client asked: “How does a boutique wealth management firm like Glassman Wealth have more advisors on Washingtonian’s Top Financial Advisor list than many larger firms in DC?” The answer reveals not just how we became one of DC’s most recognized wealth management firms, but also what prospective clients should look for when […]
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How DC’s Top Financial Advisor Lists Actually Work: An Insider’s Guide to Washington, DC, Maryland, and Northern Virginia Rankings

If you’re searching for a top financial advisor in Washington, DC, looking for wealth management firms in Northern Virginia, or seeking financial planning services in Maryland, you’ve probably noticed something interesting: the same firms can rank differently across various “best advisor” lists. As a financial advisor who has appeared on many of these lists, I’ll […]
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Don’t settle for asset management firms that care only about percentages and pie charts. Go way beyond wealth management with Glassman Wealth.

Our Company Culture Drives Your Experience

And possibly your success. See how our Full Fiduciary culture enriches lives by bringing together innovative ideas and beneficial connections.

Glassman Wealth is a boutique wealth and asset management firm that manages key areas of your financial life.

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Investment Management

With over $2B in Assets Under Management (AUM) as of 9/30/24, our clients benefit from access to the full range of investment options, from low-cost index funds to complex private equity. And because we’re a boutique wealth and asset management fiduciary, our recommendations are based on experience and merit, not hidden compensation.

Fiduciary Investment Advisors
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Holistic Financial Planning

Your financial well-being goes far beyond investments. By taking a holistic approach, you’ll benefit from complete coordination among your tax, estate planning, and insurance advisors. Imagine the power of having your whole team at the same table. How refreshing!

Financial Planning
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Retirement Planning

It’s not a calculator. It’s a conversation. Nobody can predict the future. But let’s model your potential futures. What happens when you add the beach house? Let’s start with your baseline projection-and dream from there.

Retirement Financial Planning
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Tax and Estate Planning

Having fewer clients per financial advisor gives us the time to be proactive and lead conversations with your other advisors to brainstorm, strategize, and implement tax, estate, and insurance strategies.

Tax, Estate, and Insurance Strategies
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Lifestyle

Our clients lean on us when life happens. Whether it’s health coverage before Medicare kicks in, keeping you from getting hacked, or helping you with VIP travel, it’s all part of our curious and caring nature.

Lifestyle Planning

Learning

G-Wisdom

G-Wisdom is our center for insights that help our clients better understand what’s going on in the world and how it applies to their financial well-being.

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Events

We’ve built relationships with some of the world’s top thought leaders across finance, politics, and innovation, and our event series brings their expertise to you.

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Guides

Our in-depth guides for wealth and asset management help clarify some of the most difficult and confusing financial decisions our clients need to make.

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Insights

Our ongoing series to educate and empower clients and non-clients about wealth building and security.

More than a Boutique Wealth and Asset Management Firm

Watch how Glassman Wealth goes above and beyond to help every client achieve their financial goals and live their best lives.