ABOUT US
Who Are We
Our seasoned team of professional investment analysts, advisors, and financial planners have extensive expertise and are passionate in optimizing your financial future. Our approach combines investment management with financial planning to chart a course that’s personal to you, your services, and your goals. The result is a cohesive approach to your finances and your future.
We serve all of Maryland and Virginia and have clients across the US and worldwide.
Our Mission
Empower Our Clients
We empower our clients to build wealth! Whether it's business endeavors, investment choices, and/or tax strategies, Glass Jacobson Wealth Advisors provides unparalleled guidance. Our approach is holistic, reflecting our sincere desire to meet all of your financial needs. The result? Individuals who flourish and grow, making happy clients!
Empower Our Team
We nurture the growth and leadership of our employees and promote a work environment that fosters creative solutions and client satisfaction. Learn more about our team members.
Empower Our Community
Our community is empowered through our education and volunteer programs. As industry leaders in many financial arenas, we see it as our duty to share our knowledge and expertise. Let us help you grow and build wealth with our professional insights.
Our Story
Since 1962, our founding members worked as Certified Public Accountants, providing traditional accounting and tax services to our clients. Building upon this success, Glass Jacobson grew to serve a significant client base in the Baltimore-Washington metro area.
Founded in 2001, Glass Jacobson Wealth Advisors continues to operate as an independent wealth advisory firm while maintaining a strong relationship with its accounting and tax roots. Within Glass Jacobson, our professionally certified team of CPAs and CFPs continue to stay abreast of tax issues and holistically guide our clients with the coordinated counsel of investment, financial planning and tax advisement.
In 2022, Glass Jacobson Financial Group merged with YHB CPAs and Consultants. With our new and growing relationship with YHB, we will garner the substantial resources of a major tax and accounting firm while striving to find the best financial outcomes for our clients.
