A complete list of active advisors currently associated with Glashofer Financial Advisors
Warmer can help you find a great advisor at Glashofer Financial Advisors or one who fits your needs even better.
Glashofer Financial Advisors provides investment advisory, portfolio management and financial planning services to a mix of clients, including individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, partnerships and corporations, and manages approximately $284.3 million in client assets, largely on a discretionary basis. The firm states a standard account minimum of $500,000 (with exceptions considered) and offers both discretionary and non‑discretionary account arrangements. The firm’s investment approach is fundamental research‑driven, focusing on companies with strong return on equity, substantial free cash flow, low price‑to‑book ratios, share repurchases and dividend growth, and it generally favors long‑term holdings while permitting short‑term trades and option strategies when appropriate. Glashofer tailors pension advisory and retirement account advice to each client’s risk tolerance, investment experience and time horizon, and acts as a fiduciary for retirement accounts under ERISA/IRS standards. Notably, the firm’s principal also functions as an independent insurance broker, licensed to sell life, disability and long‑term care insurance; the brochure discloses insurance commissions have been minimal (under 5% of revenue) and that advisory fees may be reduced at times to offset commissions. Uncommon features for this firm type include offering hourly consultations (capped at $250 per hour), serving charitable organizations in addition to individual and institutional clients, explicitly not managing performance‑based fee accounts, and no indication of activity as a private‑fund adviser.
To learn more about the advisors currently working at Glashofer Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Potomac, MD
| 14
|
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