Winchester, VA (September 27, 2022) —YHB is pleased to share our Wealth division will be joining Glass Jacobson Wealth Advisors, effective October 1st, 2022
“We are excited to join the Glass Jacobson Wealth Advisors team. We expect their team’s capabilities will enhance our wealth advisory services, which have been in high demand since the division’s inception,” says Scott Moulden, Managing Partner of YHB. “The YHB and Glass Jacobson accounting arms have already shown great success in their merger earlier this year, and we are excited to experience this same shared success as our wealth division joins GJ Wealth Advisors.”
Glass Jacobson was established in 1962 with a rich history of serving clients throughout the Baltimore-Washington greater DC metro area. In July of 2022, their accounting division merged with YHB. Glass Jacobson Wealth Advisors, a separate company from the accounting firm, offers a myriad of services, focusing on financial planning and wealth management services.
“We are eager to welcome the YHB Wealth team to GJ Wealth Advisors. Together, we will be able to provide greater resources to our clients and communities. We will be providing the same excellent solutions that their clients have become accustomed to, with the addition of new and exciting advancements,” said Jonathan S. Dinkins, Managing Director, and CEO of GJ Wealth Advisors.
YHB Wealth Advisors will be adopting the Glass Jacobson Wealth Advisors name going forward. Once combined, this will grow the GJ Wealth Advisors team to over twenty. Through this partnership GJ Wealth will expand to all of YHB’s eleven locations throughout Maryland and Virginia. By sharing offices, they expect to be able to provide a more unified client experience for both accounting and wealth advisory clients.
About Glass Jacobson Wealth Advisors: We are passionate, and we strive to empower our clients to build wealth and protect their assets – whether its business endeavors, investment choices, or tax strategies, Glass Jacobson Wealth Advisors provides unparalleled guidance with our holistic approach, reflecting our sincere desire to meet all your financial needs.
About YHB: We are all about you. At YHB we are passionate about finding custom solutions to help you thrive. As a leading CPA and advisory firm, we work with some of the most innovative and passionate leaders and organizations across the region. Established in 1947, we offer clients comprehensive accounting, auditing, tax, wealth management and risk advisory services. In addition to serving individuals, estates and trusts, the firm has extensive experience in working with both public and private businesses.
Please direct all media inquiries to Jeremy Shen at 540.662.3417 or Jeremy.Shen@yhbcpa.com