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Securing Futures for Attorneys and Their Families

Our Team

Peter Glassman, CLU, CFP®
Founder and Chief Advisor
[email protected]

Over the course of twenty-five years, Peter Glassman has provided financial advice to some of Washington, DC's top attorneys. Through this experience, Peter has continually refined his understanding of the unique challenges and opportunities these busy professionals face.

Peter was originally drawn to this specialty field through a natural entrepreneurial spirit and a personal interest in the law. The son of an attorney, Peter had observed firsthand his father’s commitment to his clients. The exposure to the demands of a legal practice gave him an appreciation for the needs of those working in the field.

Today, Peter and the Arx Wealth Management® team focus on the comprehensive financial planning needs of attorneys. As a CERTIFIED FINANCIAL PLANNER™ Professional, Peter not only assists clients with developing plans, he also works with them to ensure the successful implementation of the investment, insurance, and other strategies required to see the plans come to fruition. He likens himself to a ‘personal trainer,’ assisting people to do what is in their best financial interest. “I derive great satisfaction from helping my clients do the very important work of planning for the future,” he says.

Peter has a history of commitment to professional and philanthropic organizations. Peter currently serves as President of the Greater Washington Foundation of Insurance and Financial Advisors. In the past, he has served as President of the Greater Washington, DC Association of Insurance and Financial Advisors, and the board of Big Brothers Big Sisters. From 2011-2014 he served on the board of Health in Harmony, an international health organization that saves lives and preserves the rainforest in Borneo, Indonesia. Outside of work, Peter travels extensively and enjoys experiencing different cultures, foods, and places. Peter is a regular blood donor and a passionate advocate for the cause.

He and his wife Lisa reside in Arlington, Virginia with their two daughters.