Glassman Wealth Services

Client Advisor Candace Lee Earns Designation of Enrolled Agent

We are thrilled to announce that Client Advisor Candace Lee has recently attained the IRS designation of Enrolled Agent (EA), the highest credential awarded by the IRS. Enrolled agents are…

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Gabe Muller Featured On “Chief Behind the Chief – Second in Command”

At Glassman Wealth Services, it is vital that we continue to learn from each other, our clients, and new experiences.  For me, among these experiences has been becoming a member…

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Continued Curiosity: Gabe Joins The Investment News Think Tank

Over the past few days I made a trip to New York City to participate in the Investment News Think Tank. This VIP round-table and workshop united FinTech decision makers—individuals…

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Glassman Wealth Recognized as AdvisoryHQ 2018 Top Wealth Management Firm

We are excited to announce that we have been recognized by AdvisoryHQ as one of the 2018 “10 Best Financial Advisors in D.C., Maryland, & Virginia (Tri-State)”.  We are honored that…

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Barry Glassman featured on the Daily Grind Podcast

We are thrilled that Barry is featured on Colin Morgan’s The Daily Grind podcast. Colin’s goal with this podcast is to inspire the next great entrepreneur by interviewing successful business…

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Glassman Wealth Wins Best Place to Work Trifecta

One of the things that we are most proud of at Glassman Wealth is the way we are able to enrich peoples’ lives. And not just the lives of our…

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Glassman Wealth Selected by Financial Times 300

Glassman Wealth is honored to announce that we have been named to the Financial Times 300 Top Registered Investment Advisors. This is the fourth year in a row that we…

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What We’re Reading: The Undoing Project by Michael Lewis

We have had Michael Lewis’s book Boomerang sitting on our bookshelf for a while now, but his newest book has stolen our attention. The Undoing Project is about the Nobel…

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What We’re Reading: Paradox of Choice by Barry Schwartz

We live in a world of choices. Nearly every decision we make has endless possibilities, from the type of cereal we pick up at the grocery store to the program…

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What We’re Reading: Non-Obvious by Rohit Bhargava

We may have a habit of referring books written by friends, but don’t worry, it’s not because we are biased. We do it is because their work is exceptional. Our…

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