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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 the Ballston Exchange in Arlington, VA.

Get in touch.

Wealth

Portfolio management, estate planning, cash management, equities, bonds, options



Wealth Management

401(k)

Plan design, vendor selection, fee benchmarking, mutual fund selection




401(k) Plans

Benefits

Self-funded, level funded, fully-insured, health insurance, medical, dental, vision



 

Employee Benefits

Insurance

Term, auto, homeowners, umbrella, buy-sell, long term care, commercial property & casualty (P&C) business insurance



Insurance
Working together

Our Process

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

Independent Fiduciary Advice

  • 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

Build, Grow, & Protect

At Glover Park Wealth Management, we are committed to understanding and implementing a long-term financial plan to build, grow and protect your wealth for generations to come.


Our firm provides: portfolio management, cash management, estate planning, tax planning, retirement planning, 401(k) plans, employee health insurance benefits, and personal/business insurance.


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) plans, employee health benefits, property and casualty (P&C) insurance.

About Us

Wealth, 401(k) plans, employee benefits

Independent Advice

Personal & Business Insurance (P&C)

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 Headquarters at Ballston Exchange in Arlington, VA

17 May, 2024
Arlington, VA, May 17, 2024 -- Glover Park Wealth Management, LLC., (Glover Park Wealth), a registered investment advisor (RIA), employee benefits firm and insurance agency in Arlington, VA. Glover Park Wealth announced today the address of our headquarters at Ballston Exchange in Arlington, VA. Glover Park Wealth Management, LLC 4201 Wilson Blvd 3rd Floor Arlington, VA 22203 "We are excited to join the community at Ballston Exchange in Arlington, VA. Our firm welcomes clients and vendors to visit our new office location." said Michael T. Jobe, principal and chief investment officer.” Glover Park Wealth assets under management (AUM) as of May 16, 2024: $100,886,000. About Glover Park Wealth Management, LLC Glover Park Wealth is a registered investment advisor (RIA) and employee benefits firm located in Arlington, VA. 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 benefits, and insurance. Contact: Glover Park Wealth Management, LLC 4201 Wilson Blvd 3rd Floor Arlington, VA 22203 contact@gloverparkwealth.com 202-926-3725

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 our 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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