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Establish Your Financial Legacy.

Welcome to Glover Park Wealth Management, we are a registered investment advisory (RIA) firm and licensed insurance agency that works with clients in the following areas: wealth management, 401(k) plans, employee benefits & insurance. 


Our headquarters is located at City Ridge in Washington, DC. 

Get in touch.

Wealth

Combines investment, tax, & estate planning with financial advice.

Wealth Management

401(k)

Design, monitoring, and benchmarking for myriad plan choices.

401(k) Plans

Benefits

Retirement plans, profit sharing, and other benefits.

Employee Benefits

Insurance

Term life, permanent life, key person, and buy-sell agreements.

Life Insurance
THE PROCESS

We plan bright futures for generations to come.

BUILD

We start by building a strong financial base, tailored to your individual goals by building a long-term diversified portfolio based on your risk tolerance and goals.

grow

Our focus shifts to growing your assets through long-term investments and wealth planning, to align with your long-term goals.

protect

We complete the process by implementing risk management strategies to protect your wealth and financial legacy.

why we stand out

Wealth management is about securing a bright future.

  • What sets Glover Park Wealth Management apart?

    We distinguish ourselves through a holistic, personalized approach to wealth management. We don't just manage your investments; we integrate them with comprehensive financial planning, tax strategies, and estate planning. Our dedicated team continuously adapts to your evolving financial goals and life circumstances, ensuring a strategy that's not only robust but also resonates with your personal vision and values.

  • How can you help me maximize my employee benefits?

    Our team specializes in analyzing and optimizing your employee benefits to align with your broader financial goals. We offer expert guidance on navigating complex benefit options, including retirement plans, health insurance, stock options, and more. By understanding your unique situation, we help you make informed decisions that enhance your financial position and contribute significantly to your long-term financial security.

  • How do you tailor your services to meet my specific needs?

    We believe in a client-centric approach where your individual financial goals and circumstances are the driving force behind our strategies. From the onset, we engage in a deep discovery process to understand your unique situation, preferences, and objectives. This allows us to create a personalized financial plan that encompasses wealth management, tax planning, estate planning, and more, all intricately tailored to your life's goals. Our commitment to ongoing communication and adaptability ensures that as your needs evolve, so does our approach, providing you with a dynamic and responsive financial partnership.

OUR MISSION

Dedicated to your family's prosperity.

At Glover Park Wealth Management, we are deeply committed to nurturing the financial prosperity of your family. We understand that each family's journey is unique, with distinct aspirations, challenges, and milestones. Our approach is not just about managing wealth; it's about understanding the dynamics and dreams that drive your family. From portfolio management to planning for generational wealth transfer, our tailored strategies are designed to secure and enhance your family's financial well-being.

About Us

Discover customized financial solutions tailored to your individual financial situation.

Our experts can help you navigate complex legalities seamlessly.

Gain peace of mind by allowing us to protect and maximize your financial legacy.

Trust in a team that is dedicated to integrity, innovation, and your prosperity.

Ready to elevate your estate?

You deserve the best advice.

OUR NEWS

Stay up to date with the latest.

Explore our blog for valuable information on estate planning and financial success.

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02 Jan, 2024
Washington, DC, January 2, 2024 -- Glover Park Wealth Management, LLC., (Glover Park Wealth), a registered investment advisory (RIA) and employee benefits firm in Washington, DC. Glover Park Wealth announced today $90,990,713 in assets under management (AUM) as of December 31, 2023. This represents a year-over-year increase of 93.65% in AUM from December 31, 2022. The firm had an inflow of assets into our wealth management and 401(k) plan segments along with capital appreciation from client portfolios. The employee benefits business continued to expand in 2023 as several companies selected Glover Park Wealth and our health insurance brokerage partners to manage their employee group insurance benefits and 401(k) plans. “We are pleased with the fiscal year 2023 financial performance, the firm experienced organic growth across our largest business segments. The firm continues to execute on our mission to build, grow and protect the assets of our clients.” said Michael T. Jobe, principal & chief investment officer. About Glover Park Wealth Management, LLC. Glover Park Wealth is a registered investment advisory (RIA) and employee benefits firm located in Washington, DC. Our company mission is to build, grow and protect the assets of our clients. The firm operates in the following segments: wealth management, 401(k) plans, employee health benefits and life insurance. Contact: Glover Park Wealth Management, LLC 14 Ridge Square N.W. 3rd Floor Washington, DC 20016 contact@gloverparkwealth.com 202-926-3725
14 Nov, 2023
Washington, DC, November 14, 2023 -- Glover Park Wealth Management, LLC., (Glover Park Wealth), a registered investment advisory (RIA) and employee benefits firm in Washington, DC. Glover Park Wealth announced that they have been selected as an Advisor Elite Gold Status firm at ADP Retirement. As a gold status firm, ADP is providing Glover Park Wealth with a dedicated service team to manage and support the firms growing 401(k) practice. “This is an important achievement for Glover Park Wealth, our firm is now in the top 4% of 401(k) plan advisors on the ADP retirement platform,” said Michael T. Jobe, principal and chief investment officer. "This accomplishment makes our firm more efficient going forward as we continue to grow our 401(k) retirement plan business." Glover Park Wealth is an established 401(k) plan advisor which partners with several 401(k) recordkeepers to meet the retirement plan goals of our plan sponsor clients. About Glover Park Wealth Management, LLC. Glover Park Wealth is a registered investment advisory (RIA) and employee benefits firm located in Washington, DC. Our company mission is to build, grow and protect the assets of our clients. The firm operates in the following segments: wealth management, 401(k) plans, employee health benefits and life insurance. Contact: Glover Park Wealth Management, LLC 14 Ridge Square N.W. 3rd Floor Washington, DC 20016 contact@gloverparkwealth.com 202-926-3725
07 Aug, 2023
Washington, DC, August 7, 2023 -- Glover Park Wealth Management, LLC., (Glover Park Wealth), a registered investment advisory (RIA) and employee benefits firm in Washington, DC. Glover Park Wealth today announced the new address of our headquarters at City Ridge in Washington, DC. Glover Park Wealth Management, LLC 14 Ridge Square N.W. 3rd Floor Washington, DC 20016 "This is a very exciting time for our company as we expand into Class A office space in Washington, DC. We welcome clients and vendors to visit our headquarters at City Ridge," said Michael T. Jobe, principal and chief investment officer." About Glover Park Wealth Management, LLC Glover Park Wealth is a registered investment advisory (RIA) and employee benefits firm located in Washington, DC. Our company mission is to build, grow and protect the assets of our clients. The firm operates in the following segments: wealth management, 401(k) plans, employee health benefits and life insurance. Contact: Glover Park Wealth Management, LLC 14 Ridge Square N.W. 3rd Floor Washington, DC 20016 contact@gloverparkwealth.com 202-926-3725
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