Baltimore-based wealth management firm brings deep accounting and tax roots, shared client-first values to $90 billion leading wealth management firm
Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Glass Jacobson Wealth Advisors (“Glass Jacobson”), a Maryland-based wealth management firm with deep tax expertise and approximately $1 billion in assets under management. The partnership deepens Mercer Advisors’ presence in the Mid-Atlantic region, expanding its footprint across the Baltimore and Washington, D.C. corridor.
Founded in 2001, Glass Jacobson Wealth Advisors is led by CEO Jonathan Dinkins and supported by a 20+ person team of advisors, planners and analysts who serve more than 660 families. The firm originated from Glass Jacobson Financial Group, an accounting and tax practice established in 1962. Since its inception, the firm has combined deep tax and accounting expertise with full-service wealth management, helping clients navigate their financial lives with confidence. Guided by its philosophy to “Empower Our Clients, Empower Our Team, Empower Our Community,” Glass Jacobson maintains a culture rooted in trust, collaboration and long-term relationships.
“Glass Jacobson Wealth Advisors has built a trusted reputation for delivering holistic, tax-integrated financial advice,” said Ben Kautz, Executive Managing Director at Mercer Advisors. “For decades, they’ve been a cornerstone of the Mid-Atlantic financial community, serving generations of families and business owners with the kind of local insight and personal commitment that can only come from deep roots in the region. Their enduring relationships and client-first culture align perfectly with Mercer Advisors’ founding principle of helping families achieve financial freedom with purpose and care.”
Joining Mercer Advisors provides Glass Jacobson access to a fully integrated suite of services, including family office capabilities, expanded estate and tax planning expertise, and institutional-grade investment management supported by more than 100 investment professionals and 360+ CFP® practitioners. The partnership also provides expanded career paths and growth opportunities for the next generation of Glass Jacobson leaders, while ensuring a cohesive continuity plan for clients.
“For more than 60 years, our firm has helped clients manage their financial lives through a deeply personal, relationship-driven approach,” said Dinkins. “Mercer Advisors shares our values, our fiduciary commitment, and our passion for empowering clients and our team. This partnership will allow us to enhance our resources and deliver the same holistic, client-centered service for generations to come.”
“Glass Jacobson’s combination of heritage, leadership and vision makes them a natural fit for Mercer Advisors,” added Ted Motheral, Principal, M&A Partner Development at Mercer Advisors. “Their next-generation team exemplifies the kind of forward-thinking, fiduciary leadership that strengthens our platform and enhances the impact we can make in helping clients achieve their financial goals.”
MarshBerry served as the investment banker to Glass Jacobson Wealth Advisors in the transaction.
For more information about partnering with Mercer Advisors, please visit merceradvisors.com/partnerwithus.
