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Glass Jacobson Wealth Advisors

About Glass Jacobson Wealth Advisors

Glass Jacobson Wealth Advisors is a full-service wealth management firm that provides comprehensive financial planning and investment advisory services. The firm combines large-firm expertise with personalized client care, fostering long-term relationships with clients, many of whom have been with the firm for 20 to 30 years. In 2022, Glass Jacobson merged with YHB CPAs and Consultants, enhancing its tax and accounting capabilities while continuing to prioritize client-centric service.

Min project size

50,000+

Hourly rate

50 / hr

Employees

56

Locations

United States

Year founded

Founded 2001

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

Leadership Team

J

Jonathan Dinkins

Managing Director/CEO

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