Location: McLean, VA
Specialty: Investment and wealth management
Barry Glassman, CFP
Glassman Wealth Services, LLC is a fee-only investment and wealth management firm. In just five and a half years, Barry Glassman, president of Glassman Wealth Services, has grown the firm from $300 million to more than $800 million in assets under management. As a fee-only firm, Glassman Wealth Services seeks to adhere to the highest fiduciary standard, providing clients with unbiased advice. Glassman specializes in investment and wealth management for executives, professionals, business owners, retirees and their families. He leads a team of financial experts who thoroughly review opportunities to arrive at the right investment approach for each client. The advisors at Glassman integrate tax, estate, philanthropic and legacy planning, depending on client needs.
QUICK TIP: “Open and transparent communication and collaboration [is the key to success].”
Glassman was chosen by CNBC for its Financial Advisors Council, which helps improve the accuracy and reliability of CNBC’s financial reporting. He is a regular contributor to WTOP and a columnist for Forbes.com. Glassman’s philanthropic endeavors include fundraising for brain cancer research, the NewsBabes Bash for Breast Cancer, the Hope Connections for Cancer Support, Operation First Response, Martha’s Table, World Central Kitchen and others.