Mercer Global Advisors has acquired Glass Jacobson Wealth Advisors. This Maryland-based firm manages about $1 billion in assets. This deal boosts Mercer’s presence in the Baltimore–Washington, D.C. area. Glass Jacobson was founded in 2001 and has roots in a tax and accounting practice from 1962. The firm has over 20 professionals serving more than 660 families. Their philosophy is to “Empower Our Clients, Empower Our Team, Empower Our Community.” Ben Kautz, Executive Managing Director at Mercer Advisors, noted, “Glass Jacobson Wealth Advisors has built a trusted reputation for delivering holistic, tax-integrated financial advice,” highlighting the firm’s deep regional roots and alignment with Mercer’s mission of helping families achieve financial freedom.
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Through this partnership, Glass Jacobson gains access to Mercer’s comprehensive family office services, expanded estate and tax planning capabilities, and a national investment management platform supported by 100+ investment professionals and more than 360 CFP® practitioners. CEO Jonathan Dinkins emphasized the cultural alignment, stating that Mercer shares their long-standing fiduciary commitment and client-centered approach.
