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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, and 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?

    Our firm takes a holistic approach to wealth management.  We use diversified low cost investments to meet your individual or family goals.  We will work with your accountants and estate attorneys to craft a financial plan to meet your long-term goals.

  • 401(k) Plans, Employee Benefits and Insurance

    401(k) plans, health insurance, stock compensation, RSU's, options, and more.  Our team of advisors will build a benefit plan customized to your company. 

  • Fiduciary Advisors

    Glover Park Wealth is a fiduciary to all our clients. We always put your interests ahead of ours.

OUR MISSION

Investment Goals

At Glover Park Wealth Management, we are deeply committed to understanding and implementing a plan to achieve your long-term financial goals. 


Our firm provides: portfolio management, estate planning, tax planning, and retirement planning services for our individual wealth management clients.


We are also a licensed insurance agency that can protect your family across all risk perils. Lastly, we provide our corporate clients with 401(k) plan advisory & management, employee health benefits and property and casualty (P&C) insurance.

About Us

Wealth Management & Insurance advice to meet your goals.

We work with your accountant and legal advisors to achieve the desired outcome.

Building generational wealth for loved ones or philanthropic endeavors.

Fiduciary Advisors

Ready to elevate your estate?

You deserve fiduciary advice.

OUR NEWS

Stay up to date with the latest news.

Our most recent news releases.

Read All Posts

Glover Park Wealth Announces Assets Under Management as of December 31, 2023

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

Glover Park Wealth Achieves Advisor Elite Gold Status at ADP Retirement

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

Glover Park Wealth Announces Headquarters at City Ridge in Washington, DC

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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