Barry Glassman
CFP®
Free
BARRY GLASSMAN, CFP® Expert
Barry Glassman Quick Facts
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.
Along with the firm’s Chief Investment Officer, 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.
Outside of financial planning, Barry spends his time working with the National Brain Tumor Society as a national board member and volunteer to help brain tumor patients and their families, cope with a serious life-threatening illness. Each year, he hosts Chef Night, an over-the-top wine and tasting dinner. He underwrites the entire event which has raised hundreds of thousands of dollars for a brain tumor cure. During his tenure as chair of the Cassidy and Pinkard Colliers Race for Hope, this amazing event raised over $7 million to advance a cure for brain tumors.
Fact: Barry is colorblind, which poses a challenge to his love for photography.
Articles by this expert
SelfGrowth articles and saved writing connected to this expert.
Article
Washington’s Top 5 Money Missteps: Are You Guilty?
Financial implosions make headlines. It’s also news when rich and famous people like Jack Kent Cooke make huge, public estate planning mistakes. Yet the average person is just as prone to making painful financial errors time and time again, even if their mistakes never go viral on social media. That’s true even in Washington, DC, which is one of the most educated populations in the country. Trust us: we have seen the worst and the best, after decades of providing financial planning services to Washington-area residents.
Recently added
Article
Tax Planning: The Best Investment To Make Before the End of the Year
One of the best financial investments you can make before the end of the year is to spend a little bit of time and money to meet with your accountant and start planning your taxes. Don’t wait until March when your CPA is slammed with number-crunching and tax preparation. And, it’s about time you used your accountant as more than your “data input” tax preparer. Using your CPA as a consultant can pay off big time. Here’s how: Avoid a surprise tax bill
Recently added
Article
The Secret Graph Your Financial Advisor Isn't Showing You
As the old saying goes, a picture is worth a thousand words. But that actually might depend on the picture. For instance, if you were to take a snapshot of your financial portfolio, what would it look like? Most financial advisors provide their clients with a pie chart, which assigns a color to each of your assets. It’s useful information, but it’s static. This picture only tells you what you own right now without shedding any insight into the different decisions you may have made over the past weeks, months, or even years to arrive at where you are today.
Recently added
Article
Top 12 Bite-sized Financial Planning Tips
If you’re like me, it’s easy to make your New Year's resolutions but hard to keep them. You may start off strong and have good intentions, but the demands of everyday life get in the way, or the goal becomes overwhelming. This is true for getting your financial house in order too.
Recently added
Article
Year-end Financial Planning Tips: Moves You Need to Make Before December 30
Recently added
Article
Be very careful with the latest ‘niche’ investments
Much like niche restaurants that come and go, niche investments come into and out of favor, as well. Just as everyone had to be the first to try out that new donut or cupcake shop on the corner, the new craze to hit the investment world is the narrowly-focused exchange-traded fund. <img align="right" class="size-medium wp-image-9282" src="http://www.glassmanwealth.com/wp-content/uploads/2017/01/104140602-GettyImages-584932100.530x298-300x169.jpg" alt="Yuriko Nakao | Bloomberg | Getty Images" width="300" height="169" />
Recently added
Article
The Fiduciary Rule and Why Donald Trump May Change How You Receive Retirement Advice
Last year, the Department of Labor issued a mandate stating that all financial professionals who work with retirement plans or give retirement planning advice must begin acting as a “fiduciary” starting April 2017. Recently the fiduciary rule has made headlines yet again, this time due to Donald Trump’s executive order calling for an investigation into the rule’s effects. What does that mean for you as an investor? What is the fiduciary standard?
Recently added