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The Glessner Group Welcome to The Glessner Group—your trusted partner for insurance, accounting, and financial solutions tailored to fit your goals.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory Services offered through Avantax Advisory ServicesSM, Insurance services offered through Avantax Insurance AgencySM. 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. Avantax will not accept purchase or sales orders via any social media platform or its messaging systems. Avantax reserves the right, to the extent permitted under applicable law, to capture, review, and retain all electronic communications. Avantax does not provide tax or legal advice. This social media site may contain links to articles or other information that may be contained on a third-party website. Avantax is not responsible for and does not control, adopt, or endorse any content contained on any third party website. Please visit www.avantaxwealthmanagement.com/legal/social-media-policy/ for more information.

💸 Insurance Myth Monday"My employer's life insurance policy is enough to protect my family."Group life insurance through...
11/02/2026

💸 Insurance Myth Monday

"My employer's life insurance policy is enough to protect my family."

Group life insurance through work is a nice perk, but it's usually only one to two times your salary, and it disappears the moment you leave the job. If something happened to you tomorrow, would that payout actually cover your mortgage, your kids' future, and your family's day-to-day expenses for years to come?

Most financial advisors recommend coverage closer to 10 times your income for a reason. Employer coverage is a start, not a plan.

MYTH: The life insurance my employer provides is all my family needs.
REALITY: Employer coverage is a supplement, and it vanishes if you change jobs.

👇 If you left your job tomorrow, would your family's coverage leave with you?

A little office shenanigans today!🔪👻This year we put costume suggestions in a box and drew a theme. The winner... Horror...
10/30/2026

A little office shenanigans today!🔪👻

This year we put costume suggestions in a box and drew a theme. The winner... Horror Movie Villains!

From The Conjuring to Beetlejuice to Scream (and even a very good boy in his own costume), our team went all in. Even on the spookiest day of the year, The Glessner Group is still here making sure your finances aren't the scary part.😉

Happy Halloween from our team to yours!

💸 Insurance Myth Monday"I have solid auto and home policies, so I don't need an umbrella policy too."Your auto and home ...
10/26/2026

💸 Insurance Myth Monday

"I have solid auto and home policies, so I don't need an umbrella policy too."

Your auto and home policies have limits, and a serious accident or lawsuit can blow right past them. If you're found liable for a six-figure judgment and your policy maxes out at $300,000, you're personally on the hook for the rest. That means your savings, your home equity, even future wages could be at risk.

An umbrella policy sits on top of your existing coverage and kicks in once those limits are hit. It's one of the most affordable ways to protect everything you've built.

MYTH: My regular policies have me covered no matter what.
REALITY: Your protection stops exactly where your limits do, unless you have something to pick up after that.

👇 Do you know what your current liability limits actually are?

10/21/2026

Receiving oil and gas royalties? 💰 Don’t let tax season catch you off guard.

Oil and gas royalty income can come with unique tax considerations, and what you owe isn’t always as straightforward as you might think.

As Gary explains, regularly checking in with your CPA can help ensure you’re calculating and setting aside the appropriate amount for taxes throughout the year—not scrambling when it’s time to file.

A little planning now can prevent some costly surprises later.

📲 Have questions about your royalty income? Our accounting team is here to help.

💸 Insurance Myth Monday"I only need to think about my policy when it's time to renew."Renewal time is when most people l...
10/19/2026

💸 Insurance Myth Monday

"I only need to think about my policy when it's time to renew."

Renewal time is when most people look at their insurance, but life and business don't wait for your renewal date. New equipment, a growing team, a remodel, a new revenue stream, all of these change your risk before your policy ever catches up.

Waiting until renewal to reassess means you could be under-covered for months without knowing it.

MYTH: My policy only needs attention once a year, at renewal.
REALITY: Your coverage should be reviewed any time something meaningful changes in your life or business.

A quick check-in when something changes is a lot less stressful than finding the gap after a claim.

👇 Has anything changed in your life or business this year that you haven't run past your insurance yet?

Meet Brett: Vice-President at Glessner Wharton & Andrews Insurance, and the guy who catches the coverage gaps you didn't...
10/15/2026

Meet Brett: Vice-President at Glessner Wharton & Andrews Insurance, and the guy who catches the coverage gaps you didn't know you had.

He works with tri-state business owners every day to make sure their insurance actually matches the risks they're carrying, not just a policy that sounded good five years ago.

The best part? He's not working in a silo. When Brett spots a gap during a coverage review, he's looping in our tax and accounting teams too, because insurance decisions rarely exist on their own. One conversation with Brett often uncovers a lot more than a quote.

Say hi next time you're in!

💸 Insurance Myth Monday"More coverage always means better protection."It sounds logical, more coverage, more safety net....
10/12/2026

💸 Insurance Myth Monday

"More coverage always means better protection."

It sounds logical, more coverage, more safety net. But piling on coverage you don't need doesn't actually protect you better, it just means you're paying for protection against risks that don't apply to you.

The real goal isn't maximum coverage, it's right-sized coverage. That means understanding what you actually own, what you'd need to replace or rebuild, and where your real exposure is.

MYTH: The more coverage I have, the safer I am.
REALITY: The right coverage for your specific situation protects you better than more coverage for the wrong risks.

This is exactly why insurance shouldn't be reviewed in a vacuum. What you own, how your business is structured and what your long-term goals are should all factor into what "the right amount" actually looks like.

👇 When's the last time you reviewed your coverage against what you actually own today?

Address

2084 National Road
Wheeling, WV
26003

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+13042439071

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