Five Star award winner Michael B. Glackin, AIF®, CFP®

PROFESSIONAL PROFILE

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Michael B. Glackin, AIF^®, CFP^®

President

CBIZ InR

115 W State St Ste 300

Media, PA 19063

Office: 610-891-1677

mglackin@cbiz.com
www.inradvisors.com

Professional Approach

Mike is the president of CBIZ InR, a division of CBIZ Retirement Plan Services. He provides investment advisory services to plan sponsors responsible for defined contribution plans (including 401(k), 403(b) and 457 plans), defined benefit plans, DROP and cash balance plans. Mike works with plan sponsors to help them meet their organization’s retirement plan goals and manage the personal liability associated with being a fiduciary to a qualified plan. In addition to qualified plans, Mike advises endowments, foundations, trusts and individual investors. That advice includes developing financial plans to address the risk tolerance, time horizon and financial need of the client. Special emphasis is given to developing the proper asset allocation by selecting low cost investments and providing full fee transparency.

Mike, his wife, Francine, and his sons love boating on the Chesapeake Bay in the summer and snowboarding and skiing vacations in the winter.

Mike has over 29 years of experience in the financial services industry.

Mike is an Accredited Investment Fiduciary (AIF®) and a Certified Financial Planner (CFP®). He was named a 5 Star Wealth Manager by Five Star Professional for 10 years straight. The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry, conducting in-depth, market-specific research in more than 45 markets across the United States and Canada to identify premium service professionals. Mike is also certified by Dalbar and is qualified to assume the responsibilities of an ERISA 3(38) Advisor.

Mike is a graduate of Widener University where he received a Bachelor of Science in Business Administration.

See Accomplishments

This award was issued on 11/01/2023 by Five Star Professional (FSP) for the time period 02/13/2023 through 08/31/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,885 Philadelphia-area wealth managers were considered for the award; 328 (8% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 3604, 305, 8%, 11/1/22, 2/21/22 - 8/19/22; 2021: 3,576, 310, 9%, 11/1/21, 1/18/21 - 9/3/21; 2020: 4,148, 366, 9%, 11/1/20, 2/10/20 - 9/11/20; 2019: 3,910, 437, 11%, 11/1/19, 2/11/19 - 9/20/19; 2018: 3,721, 439, 12%, 11/1/18, 2/20/18 - 9/19/18; 2017: 3,022, 437, 14%, 11/1/17, 1/20/17 - 9/8/17; 2016: 2,671, 660, 25%, 10/1/16, 3/5/16 - 10/7/16; 2015: 4,696, 805, 17%, 11/1/15, 3/5/15 - 9/9/15; 2014: 4,438, 856, 19%, 11/1/14, 3/5/13 - 9/9/13; 2013: 3,354, 934, 28%, 10/1/13, 3/5/12 - 9/9/12; 2012: 2,847, 773, 27%, 11/1/12, 3/5/11 - 9/9/11.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.