At Greenspring our clients come first.
Established in 2004, Greenspring Advisors was built on the fiduciary principle that the client comes first. We specialize in holistic, progressive and unbiased investment advisory services to retirement plan fiduciaries, foundations, and endowments; and comprehensive wealth management services, including 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.
Get better acquainted with Greenspring.
Our mission is to align your goals with your passions; so living a richer life is not only possible, but achieved. Learn how Greenspring operates by checking out our firm video.
Greenspring Advisors Named to List of Nation’s Top DC Advisor Teams Third Year in a Row
Greenspring Advisors is pleased to announce that we have been named one of the nation’s top defined contribution (DC) Advisor Teams by the National Association of Plan Advisors (NAPA).
2022 Greenspring Grant Recipients Announced!
In its 10th year, Greenspring awards $100,000 amongst nine (9) organizations dedicated to workforce development, entrepreneurship, and financial literacy.
Greenspring Advisors Merges with $700M RIA in Pennsylvania
Greenspring Advisors is expanding its operations to Pennsylvania announcing the merger with ISI Financial Group, a Lancaster, PA-based RIA that manages more than $700 million in client assets.
Greenspring Advisors Named 2022 PLANADVISER Top 100 Retirement Plan Advisers
Greenspring Advisors is pleased to announce it has been named a 2022 PLANADVISER Top 100 Retirement Plan Adviser.
Pat Collins Funds Financial Planning Scholarships for Towson University
CEO, Patrick Collins, and his wife Beth have funded two scholarships at Towson University in their Financial Planning program.
Greenspring Advisors Named 2022 Pensions & Investments Best Places to Work in Money Management
Greenspring is happy to announce it has been named 2022 Pensions&Investments 'Best Places to Work in Money Management'.
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 objective, 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.
Improve lives by helping people make better decisions for themselves and those who depend on them
Video: The Business Case for Financial Wellness
We are Better Working Together
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.
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.