Connect with Michael T. Jobe
$179,223,000
in Assets Under Management as of
May 29, 2026
Glover Park Wealth is an SEC registered investment adviser (RIA), employee health benefits broker, and licensed insurance agency.
Our Fiduciary Services: wealth management, 401(k) plans, employee benefits, life insurance, long-term care insurance, retirement income planning, and tax & estate planning.
Tax-Aware Investment Strategy: Long/Short Tax-Loss Harvesting, Tax-Aware Hedge Funds, Separately Managed Accounts (SMAs), Direct Indexing, Concentrated Stock Positions, Capital Gains Tax-Loss Harvesting, and Ordinary Income Tax-Aware Strategy.
Wealth
Portfolio management, estate & tax planning, cash management, equities, bonds, options, Medicare
401(k) Plans
Plan design, vendor selection, fee benchmarking, mutual fund selection, employee education
Benefits
Self-funded, level funded, fully insured, health insurance, medical, dental, vision, Ancillary Benefits
Insurance
life, auto, home, umbrella, buy-sell, long-term care, business insurance
Wealth Management - Fiduciary
401(k) Plans
Employee Health Benefits
Insurance Agency
Personal & Business Insurance (P&C)
Long-Term Care Insurance
Estate Planning
Medicare