Mercer Global Advisors, a national registered investment adviser (RIA), has announced the acquisition of Glass Jacobson Wealth Advisors, a Maryland-based wealth management firm with deep tax expertise and approximately $1 billion in assets under management. The partnership deepens Mercer Advisors’ presence in the Mid-Atlantic region, expanding its footprint across the Baltimore and Washington, D.C., corridor.
Founded in 2001, Glass Jacobson Wealth Advisors is led by CEO Jonathan Dinkins and supported by more than 20 advisers, planners and analysts who serve more than 660 families. The firm originated from Glass Jacobson Financial Group, an accounting and tax practice established in 1962. Since its inception, the firm has combined deep tax and accounting expertise with full-service wealth management, helping clients navigate their financial lives with confidence.
Joining Mercer Advisors provides Glass Jacobson access to a fully integrated suite of services, including
