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Michael C

CFP®, Series 63

Rockville, MD

Glass Jacobson Wealth Advisors

Michael Creamer is a CFP® professional with 29 years of experience in the financial services industry. He is currently associated with Glass Jacobson Wealth Advisors and has worked at Mercer Advisors Tax Services LLC, Mercer Global Advisors Inc., Triad Advisors Inc., National Planning Corporation, and Medallion Advisory Services, LLC. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, and various retirement plans, trusts, estates, and charitable organizations. The firm employs a holistic, household-level investment approach overseen by an investment committee, and manages portfolios using diversified vehicles including mutual funds, ETFs, corporate and municipal debt, and alternative fixed-income investments.

Tax-loss harvesting Wealth management Multi-state taxation
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