Barry Glassman
CFP®
Glassman Wealth Services, LLC
Founder & President
Barry Glassman
CFP®
Glassman Wealth Services, LLC
Founder & President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Barry Glassman, CFP®
Fee-Only financial planner located in Vienna, VA, serving clients locally and across the country
Barry Glassman is a Vienna, VA fee-only financial planner. Glassman Wealth Services, LLC provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Barry Glassman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Barry Glassman is the founder and president of Glassman Wealth Services®, LLC. His vision for starting GWS was to deliver investment strategies and wealth management services typically available at the highest levels of wealth. Today, clients benefit from these sophisticated financial services targeted to meet their unique needs.
Barry leads a team of investment specialists that create asset allocation strategies for high-net worth families. They seek out the most attractive and appropriate investment ingredients, and then construct portfolios to meet our clients’ goals from capital preservation and income generation to tax-efficiency and growth.
Barry has been honored with Top Advisor awards from Barron’s, Washingtonian, Washington Business Journal, Financial Times, Reuters, Investment News, Institutional Investor, Virginia Business and Registered Rep to name a few.
His thought-leadership is driven by his desire to find new and interesting ways to educate investors. He has created interesting infographics and visuals to help explain complex financial concepts and shares these through his columns at Investment News and Forbes.com.
Barry also provides financial commentary to the media. He has appeared in The Wall Street Journal, Washington Post, Money, Business Week, Smart Money, Kiplinger’s Personal Finance, The Associated Press, Bloomberg, National Review, The International Herald Tribune, and USA Today. He has also appeared on several national television programs to include Wall Street Week with Louis Rukeyser, World News Tonight with Peter Jennings, CNBC and Bloomberg News.
A graduate of George Washington University, Barry has, in post graduate work through the College for Financial Planning, achieved his status as a CERTIFIED FINANCIAL PLANNER™ practitioner. He has also earned the Certified Funds Specialist designation. He is an Investment Advisor Representative and has retained the 65 securities registration.
Additionally, Barry is past-Chairman of the National Financial Planning Association’s Tax Sub-Committee and past-president and Chairman of the Financial Planning Association’s National Capital Area Chapter. He served on the Board of Directors of the International Association for Financial Planning for a total of six years.
Barry Glassman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Your financial success is about more than bar graphs and pie charts.
It’s about you.
At Glassman Wealth Services, we strive to offer uncommon investment expertise that aligns with your needs and your unique vision for the future. It's how we seek to ensure our client relationships are among the most enduring.
It's about dedication.
People engage our services because they know the stakes are too high to accept anything other than investment excellence. Some have achieved moderate success managing their own money, but they recognize that expert guidance will bring new possibilities within reach. Others have come to the realization that their current advisor isn’t truly focused on their unique goals.
People come to us for many reasons. They stay with us because we offer personalized, service-driven wealth management unlike anything they’ve experienced before.
It's about unbiased advice.
We're a fee-only firm that seeks to adhere to the highest fiduciary standards and provide our clients advice that is truly unbiased. We accept no commissions or other incentives that might cloud our judgment or sway our allegiance. We work for you and your family alone.
It's about communication.
We conduct extensive research to inform our financial strategies, but that’s not enough. You should know what’s in your portfolio and why. From our conversations with you to our reporting, we communicate in a way that is simple, streamlined, and easy to understand.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Barry Glassman is a NAPFA Associate Member
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Barry Glassman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Barry Glassman is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
-
Barry Glassman is Quoted on CNBC: "Switching brokers"
-
Barry Glassman is Quoted on CNBC: "Remembering 2008, financial advisors share some lessons learned and look ahead"
-
Barry Glassman is Quoted in Forbes: "Why You Need To Give Your Employees A Day Off - To Think"
-
Barry Glassman is Quoted on CNBC: "How advisors are telling clients to prepare for tax reform"
-
Barry Glassman is Quoted on CNBC: "How to build a better bond portfolio: 3 advisors’ takes"
Contact Barry Glassman
Office Locations:
-
8000 Towers Crescent Drive
Suite 1450
Vienna, VA 22182
