At Greenspring our clients come first.

Established in 2004, Greenspring is an independent, fee-only firm, specializing in holistic and progressive investment advisory services to retirement plan fiduciaries, foundations, and endowments; and comprehensive wealth management services and financial planning to private investors.

Our team understands that in today’s world the demands on your time and energy have never been more pressing; therefore having a financial advocate to focus on your needs with the attentiveness it deserves is vital. Not only do we deliver personalized financial expertise, but we are committed to making certain we understand your goals. That is why our services are customized according to your needs and aspirations.

MEET OUR TEAM.

01

Molly Goetz, CFP®, CDFA®, MBA named an Excellence Awardee for Allyship Champion of the Year in InvestmentNews Women to Watch Awards

The Investment News Women to Watch- Allyship Champion of the Year Excellence Awardee was awarded to Molly Goetz, CFP®, CDFA®, MBA on 11/6/24 by Investment News. This was based on the time period of the year prior. Greenspring Advisors did not pay to participate. Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results.

02

Greenspring Advisors Recognized as One of Greater Baltimore’s Largest Wealth Management Firms by the Baltimore Business Journal

The Baltimore Business Journal's Largest Wealth Management Firms in Greater Baltimore list was published on 11/1/24 by the Baltimore Business Journal based on the time period of the year prior. Greenspring Advisors did not pay to participate. The Baltimore Business Journal’s Largest Wealth Management Firms in Greater Baltimore was awarded on December 1st, 2023, based on the time period of the year prior. It was provided by Baltimore Business Journal. Greenspring Advisors did not pay to participate. The Baltimore Business Journal’s Largest Wealth Management Firms in Greater Baltimore was awarded on December 7th, 2022, based on the time period of the year prior. It was provided by Baltimore Business Journal. Greenspring Advisors did not pay to participate. Third party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results.

03

Greenspring Advisors Named Inclusive Workplace by Best Companies Group and COLOR Magazine

Best Companies Group and COLOR Magazine Inclusive Workplaces was awarded on 7/22/24 based on the time period of the year prior and surveys completed by Greenspring Advisors' employees. Greenspring advisors did not pay to participate. This award is valid until 7/31/25. Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results.

04

Holly Turner, CRPS™, AIF® Named MVP Honoree in NAPA’s 2024 Top Women of Excellence

Holly Turner was named an MVP Honoree in The National Association of Plan Advisors (NAPA)'s 2024 Top Women of Excellence award on 10/25/24. This was awarded by NAPA based on the time period of the year prior. Greenspring Advisors and our advisors did not pay to be considered for this award; however, Greenspring Advisors does have a paid membership with the National Association of Plan Advisors. Third party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results.

05

Greenspring Advisors Listed in Forbes Top RIA Firms 2024

The Forbes 2024 Top RIA Firms award was awarded by Forbes and SHOOK Research on 10/8/24 based on the time period of the year prior. Greenspring Advisors did not pay to participate. Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results.

06

Greenspring Advisors Awards $100,000 in Grants, Celebrates 20th Anniversary

07

2023 Greenspring Grant Impact Report

We are your fiduciary. Always.

We were founded on the principle that clients are best served by working with an independent firm that serves in the trusted position of “fiduciary”; meaning our obligation is to work exclusively in your best interests. We commit ourselves in writing to the highest standard under the law in ALL matters, 100% of the time. To that end, we serve in an acknowledged fiduciary capacity to all clients, both individual and institutional.

We are fee only.

Greenspring was formed to provide independent advice to both institutional and private wealth clients. We NEVER make commissions or take compensation from third parties. We maintain no affiliation to any other firm or product provider and have never received any form of indirect compensation since the firm’s inception. 100% of our revenue is derived from our investment advisory and consulting services. We have developed an advisor selection tool that helps you determine which fee-only advisor is right for you. Download the Advisor Selection Tool »

We are an Independent.

An independent firm means no one owns us and we are not under contract to any party to sell products. Legally, we only work directly for our clients and no one else. We represent you, and you alone.

Our Core Purpose

To Help Every Person Live Their Ideal Life

Employee Newsletter: Complete Financial Checklist

Stay on top of your finances with this proactive financial checklist. Reevaluate your financial goals, optimize taxes, and prepare for major life events with Greenspring Advisors

2025 Contribution Limits

The new Retirement Plan Contribution Limits are official. Review the full list of contribution limit changes below and share with your plan participants!

What the Federal Reserve’s Rate Cuts Mean for You

With much attention on the Federal Reserve and interest rates recently, we want to dive deeper into what it means when the Fed cuts rates, how it affects the broader economy, and what potential investment implications you should consider.

We are Better Working Together

GSA Giving

One thing Greenspring's most passionate about is the opportunity to give back. We aim to enrich our local communities by continually asking, “How can we help?”

Careers at GSA

If “enriching people’s lives” figures prominently in your definition of success, we invite you to consider furthering your career with us. We’re a growing company with a passion for helping others reach their dreams, and we are looking for talented people who share this passion.

Internship Program

Our 12-week rotational program allows the opportunity for rising seniors to learn about the financial services industry first-hand through training exercises and assisting our team with real-life scenarios.