ROCKVILLE, Md., Nov. 1, 2011 /PRNewswire/ — CPA wealth management firm Glass Jacobson today announced that it is merging in the Montgomery Village-based firm OneSource Financial Services. OneSource President Michael K. Creamer will become a principal of Glass Jacobson. The transaction, effective immediately, represents Glass Jacobson’s third high-level merger in the Washington, D.C. metro area in the past year, and further enhances the firm’s sophisticated accounting, tax and investment services.

“The growth Glass Jacobson has experienced in the Washington market in the past year affirms that the services we provide are unique and will fill a need in the business community,” Glass Jacobson President Ed Jacobson said. “Michael Creamer fits perfectly with our holistic approach to client management and will be a tremendous asset in helping area business owners navigate the personal and business issues they face.”

Mr. Creamer brings expansive knowledge of the area to Glass Jacobson. He has more than 19 years as a Certified Public Accountant and more than 14 years as a Certified Financial Planner (CFP). Mr. Creamer assists clients with investment advisory, financial planning and risk management. He also provides accounting services to small and mid-size businesses customized to his clients’ needs and economic parameters. His extensive client base includes professional service providers and not-for-profits.

“In little more than a year, Glass Jacobson has become a dynamic player in the Washington market, and it’s exciting to be part of a truly full-service firm,” Mr. Creamer said. “I look forward to helping the firm continue its already impressive growth.”

A 1990 graduate of St. Joseph’s University, Mr. Creamer is a Registered Securities Representative and earned the Professional Education Certificate from the College for Financial Planning. He is a licensed Life and Health Insurance Agent and is a member of the American Institute of CPAs (AICPA), the Maryland Association of CPAs (MACPA) and the Financial Planning Association (FPA).

About Glass Jacobson

Founded in Baltimore in 1962 as a traditional CPA firm, Glass Jacobson has evolved into a wealth management firm to better serve its clients’ diverse, ever-growing financial needs. Today, the firm’s unique Wealth Management Model brings together the essential services of Investment Management, Advanced Planning and Relationship Management, and delivers them with unparalleled expertise and professionalism. Serving as a personal CFO, Glass Jacobson looks beyond the numbers to get to the core of every client’s financial situation. The firm delivers a full team of in-house CPAs, investment advisors, financial planners and insurance specialists to every client. To learn more about Glass Jacobson, please see http://www.glassjacobson.com.

Securities by licensed individuals offered through Triad Advisors, A registered Broker/Dealer, Member FINRA/SIPC.

CONTACT:

Jeffrey Bukowski
443-655-3774
jdbukowski@bukowskipr.com

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SOURCE Glass Jacobson