Barry Glassman (CFP®)
Barry Glassman focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Business Owners
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
Planning Specialties
Barry Glassman founded Glassman Wealth in 2009 with a clear mission: to revolutionize wealth management. Recognizing the need for a more personalized, refreshing approach, he combined the resources of a large firm with the individual attention of a family office. As president, Barry guides a team of dedicated advisors renowned for their innovative strategies and personalized service. With over $2 billion in assets under management, Glassman Wealth is consistently celebrated as a "Best Place to Work," reflecting Barry's commitment to excellence. Beyond accolades, Barry's insights have graced esteemed publications such as The Wall Street Journal and CNBC, affirming his influence in shaping the financial landscape.
NAPFA Start Date
July 06, 2017
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