YHB Wealth Advisors is joining forces with Glass Jacobson Wealth Advisors

YHB Wealth Advisors has joined Glass Jacobson Wealth Advisors

We have exciting news. If you are not already aware, effective July 1st, 2022, YHB | CPAs & Consultants acquired Glass Jacobson, PA, an accounting firm headquartered in Maryland. Glass Jacobson, like YHB, has an investment advisory arm, Glass Jacobson (GJ) Wealth Advisors. While GJ Wealth Advisors is not part of this acquisition, we are partnering with them to serve our wealth advisory clients going forward. This means YHB Wealth Advisors will gain additional capabilities and resources through GJ Wealth Advisors. We are thrilled to be able to leverage an even larger network of resources for you.

With this partnership YHB Wealth Advisors is adopting the GJ Wealth Advisors name. We have been working with GJ Wealth Advisors over the last few months closely as we join forces to find new ways to improve our offering to you.

The same talented wealth management team at YHB, now GJ Wealth Advisors, you have worked with over these many years is still here and working harder than ever to enhance your interests. Now we will have access to an even larger network of resources, services, and experts in the industry.

Finally, we want to personally thank you for continuing to be our valued client. Please feel free to contact us with questions.

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