Barry Glassman, CFP®
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?”…
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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…
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Was it our fault that a client decided to fire their accountant? Maybe. But before you jump to conclusions, watch the video below to discover the surprising reasons you might…
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With Donald Trump re-elected as the 47th President of the United States, investors are closely examining how his policies could impact the economy and their portfolios. Early responses in global…
Read MoreWhen it comes to investing, political narratives can be enticing. It seems straightforward: align your portfolio with the policies of the incoming administration, and you’ll be well-positioned to capitalize on…
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Want to make the most out of your charitable donations and maximize your tax deductions? Below are four reasons a donor-advised fund (DAF) might be your new best friend and…
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Estate planning can feel overwhelming. But a revocable trust might be the first advanced step in your overall plan. At Glassman Wealth Services, we frequently collaborate with our clients’ legal…
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Earlier this year, Glassman Wealth quietly surpassed $2 billion* in assets under management (AUM), and honestly, I hesitated to share the news. After all, how does hitting an AUM milestone…
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Are you in search of a financial advisor who genuinely has your best interests at heart? Like most people, you likely prefer an advisor who prioritizes your needs above their…
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As someone who is always on the lookout for innovative strategies and solutions and fascinated by the latest gizmos and gadgets, I felt compelled to make my latest video and…
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