Owings Mills, MD 10055 Red Run Blvd logo

Owings Mills, MD 10055 Red Run Blvd Office

Team
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Glass Jacobson Wealth Advisors logo

Glass Jacobson Wealth Advisors

Team

Firm-wide stats for Glass Jacobson Wealth Advisors

Total advisors

10

Across 3 offices

Clients per advisor

50 Typical

Avg AUM per client

$1,847,854 High

HNW client ratio

30% Typical

About

Glass Jacobson Wealth Advisors advises individuals and high-net-worth clients as well as 401(k), defined contribution and defined benefit plans, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning (including insurance and estate planning and divorce & litigation support), ERISA retirement plan consulting, and related administrative services.

The firm describes a holistic, household-level approach overseen by an investment committee that meets quarterly to evaluate mutual funds and other investments using performance, fees, manager tenure, risk metrics and benchmarks. Portfolios are implemented mainly with mutual funds, ETFs, corporate and municipal debt, and alternative fixed-income vehicles (including non-traded REITs and interval funds), and the firm can incorporate “held-away” plan assets through its BAA service and a Pontera Solutions platform while custody is maintained at Schwab or Fidelity.

Glass Jacobson’s brochure discloses several features that differ from many peers: the firm was acquired by Mercer Global Advisors in November 2025 and is in the process of transitioning client accounts to Mercer, several advisor supplements note dual registrations and prior broker-dealer affiliations (for example, past roles at UBS, LPL, Cross Country Wealth), and the firm documents work with insurance-related products (variable annuity subaccounts), a Cantor Fitzgerald insured cash program, and a municipal fixed‑income subadvisor relationship with Brown Advisory. These elements indicate the firm operates with a broader set of industry relationships and service arrangements than is typical for team advisory practices.

Based on Glass Jacobson Wealth Advisors

Expertise

Tax-loss harvesting Wealth management Multi-state taxation

Based on Glass Jacobson Wealth Advisors

Location

10055 Red Run Blvd, Suite 160

Owings Mills MD 21117

Advisors at this office

7

Advisors at this office

user avatar

Todd N

CFP®, Series 66

Owings Mills, MD

Glass Jacobson Wealth Advisors

Todd Norris is a CFP® with 17 years of industry experience, currently serving at Mercer Global Advisors following their acquisition of Glass Jacobson Wealth Advisors. He previously worked at Glass Jacobson Wealth Advisors, Facet Wealth, Life Plan Financial, and Prime Investment Advisors. Glass Jacobson Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, trusts, estates, and charitable organizations, providing investment advisory and financial planning alongside integrated services such as tax preparation, accounting, business consulting, and litigation support. The firm uses a quarterly-investment committee approach focused on diversified asset allocation, managing accounts on a household basis with both discretionary and limited non-discretionary relationships.

Tax-loss harvesting Wealth management Multi-state taxation
user avatar

Marina S

Series 65

Owings Mills, MD

Glass Jacobson Wealth Advisors

Marina Sidelnikova is a financial advisor at Mercer Global Advisors Inc. with 19 years of industry experience. She holds a Series 65 designation and has previously worked at Triad Advisors and Glass Jacobson Investment Advisors, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial planning, retirement consulting, and tax and estate-planning support.

Tax-loss harvesting Wealth management Multi-state taxation
user avatar

George T

CFP®, CFA®, Series 63, Series 65

Owings Mills, MD

Glass Jacobson Wealth Advisors

George Toulson is a CFP® and CFA® with 30 years of industry experience. He is currently with Mercer Global Advisors and previously worked at Glass Jacobson Investment Advisors, Wick Capital Partners, ClearBridge Investments, Legg Mason, and Vanguard Advisers. Outside of financial advising, he is a managing member of a social media gaming software company, DB Game LLC. Glass Jacobson Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, trusts, estates, and charitable organizations. The firm employs a holistic, household-level investment approach overseen by an investment committee and utilizes a range of mutual funds, ETFs, fixed-income vehicles, and alternative investments.

Tax-loss harvesting Wealth management Multi-state taxation
user avatar

Dovid P

CFP®, Series 66

Owings Mills, MD

Glass Jacobson Wealth Advisors

Dovid Price is a CFP® and Series 66 licensed advisor with six years of industry experience. He currently works at Glass Jacobson Wealth Advisors and previously held roles at Mercer Global Advisors, DP Financial, and LPL Financial, among others. Outside of his advisory work, he provides financial consulting and management services to a speech therapy company. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a holistic, household-level investment approach overseen by an investment committee and utilizes a range of investment vehicles including mutual funds, ETFs, and alternative fixed-income products.

Tax-loss harvesting Wealth management Multi-state taxation
user avatar

Richard O

CFP®, Series 63, Series 65

Owings Mills, MD

Glass Jacobson Wealth Advisors

Richard Osikowicz is a CFP® professional with 28 years of industry experience. He is currently with Glass Jacobson Wealth Advisors, part of Mercer Global Advisors since 2025, and has previously worked at Triad Advisors and PNC Capital Advisors. Outside of finance, he operates a photography business offering portrait and event photography services. Glass Jacobson Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and investment advisory services, supplemented by integrated offerings such as tax preparation, accounting, business consulting, and litigation support.

Tax-loss harvesting Wealth management Multi-state taxation
user avatar

Joseph M

CFP®, ChFC®, Series 66

Owings Mills, MD

Glass Jacobson Wealth Advisors

Joseph Mc Carthy is a CFP® and ChFC® credentialed financial advisor at Glass Jacobson Wealth Advisors with 10 years of industry experience. His prior roles include positions at Mercer Global Advisors, UBS Financial Services, Financial Engines Advisors, and Edelman Financial Services. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, and various types of retirement plans, trusts, estates, and charitable organizations. The firm uses a household-level investment approach overseen by a quarterly meeting investment committee and offers discretionary and non-discretionary portfolio management along with comprehensive financial planning and ERISA retirement plan consulting.

Tax-loss harvesting Wealth management Multi-state taxation
user avatar

George I

CFP®, Series 63, Series 65

Owings Mills, MD

Glass Jacobson Wealth Advisors

George Ingram III is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. He previously worked at Triad Advisors, Glass Jacobson Wealth Advisors, and TIAA-CREF. Outside of his advisory role, he owns two rental properties in Wilmington, NC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax-managed strategies.

Tax-loss harvesting Wealth management Multi-state taxation
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