Business Details
50+ Years
experience
Your Trusted Partner for Financial Planning Solutions
Glass Jacobson has been guiding individuals and businesses in wealth management since 1962. Our team of CPAs, CFPs, and investment analysts delivers personalized financial strategies rooted in decades of expertise. We prioritize long-term client relationships, combining tax, investment, and planning services to address unique goals. Our holistic approach integrates financial planning with investment management, ensuring clients receive coordinated counsel. With offices in Maryland and Virginia, we serve clients nationwide and globally.Our commitment to transparency and client-centric service has earned us trusted partnerships lasting 20-30 years. We empower clients through education, proactive tax planning, and risk-managed investment solutions. Our merger with YHB CPAs expands our resources while maintaining personalized attention. We specialize in retirement planning, divorce advisory, and business succession strategies. Our fiduciary responsibility ensures every recommendation aligns with client objectives.
Services
Financial Planning
Wealth Management
Insurance Services
Divorce Advisory
Retirement Plans
Details
- Year established: 1962
Highlights and features
- We offer 60+ years of combined experience in wealth management
- Our team includes CPAs, CFPs, and Certified Divorce Financial Analysts
- We provide personalized strategies combining tax, investment, and planning expertise
- Our client relationships average 20-30 years in duration
- We maintain fiduciary responsibility through independent advisory services
Services
Financial Planning
Our financial planning services create customized roadmaps for clients' financial futures. Certified planners analyze cash flow, tax situations, and long-term goals to develop comprehensive strategies. We address retirement planning, education savings, and estate management while optimizing tax efficiency. Clients receive ongoing guidance to adapt plans as life circumstances change.
Wealth Management
Wealth management combines portfolio construction with strategic financial planning. Our team creates diversified investment solutions aligned with risk tolerance and time horizons. Services include tax-loss harvesting, asset allocation, and performance monitoring. We integrate investment management with broader financial planning to optimize wealth preservation and growth.
Divorce Advisory
Divorce advisory services address financial implications of marital dissolution. Certified specialists analyze asset division, spousal support structures, and tax consequences. We provide expert testimony and business valuation services during divorce proceedings. Our team coordinates with legal counsel to ensure equitable financial outcomes while protecting clients' long-term interests.
Retirement Plans
Retirement plan services assist businesses in designing and managing qualified plans. We offer fiduciary oversight, investment policy development, and plan compliance guidance. Services include 3(21) and 3(38) advisory options, participant education, and investment menu optimization. Our solutions help employers meet retirement goals while minimizing administrative burdens.
Insurance Services
Insurance services focus on protecting clients' financial security through risk management strategies. We evaluate life, disability, and long-term care insurance needs within comprehensive plans. Our independent advisors recommend coverage solutions that align with wealth preservation goals. Services include policy analysis, tax-efficient estate planning, and business succession insurance strategies.
People
Edward J. Jacobson
Managing Director
With decades of experience, Edward leads strategic direction while maintaining hands-on client relationships. His expertise spans tax advisory and business succession planning.
Michael W. Cohen
Managing Director, CFO
Michael oversees financial operations and compliance, combining CPA credentials with investment management expertise to ensure regulatory adherence and fiscal responsibility.
Jonathan S. Dinkins
Managing Director, CEO
As CEO, Jonathan drives innovation in wealth management solutions while maintaining commitment to personalized client service and team development.
Marina Sidelnikova
Principal
Marina specializes in portfolio management and tax-efficient investment strategies, bringing global financial markets expertise to client portfolios.
Steven G. Albert
Principal
Steven provides comprehensive financial planning, focusing on retirement income strategies and estate planning solutions for high-net-worth clients.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement strategies, tax optimization, estate planning, education savings, and cash flow management tailored to individual goals.
How do you approach investment management?
Our investment approach combines diversified portfolios with tax-efficient strategies, focusing on long-term growth aligned with clients' risk tolerance and financial objectives.
Do you work with business owners?
Yes, we specialize in business succession planning, retirement plan design, and tax advisory services specifically for business owners and executives.
What makes your divorce advisory services unique?
Our Certified Divorce Financial Analysts provide expert guidance on asset division, spousal support, and business valuation during divorce proceedings.
Are you a fiduciary advisor?
Yes, we act as fiduciaries in retirement plan services, prioritizing client interests through independent investment advice and objective counsel.
How are your fees structured?
We use transparent fee structures based on assets under management or hourly consulting, with no hidden costs or commission-based product recommendations.
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