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.

MEET OUR TEAM.

01

Three Advisors Named 2024 Aces: Top 100 Retirement Plan Advisors Under 40

The 2024 Aces: Top 100 Retirement Plan Advisors Under 40 was awarded by the National Association of Plan Advisors on November 14th, 2023, based on the time period of the year prior. This award is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partner. It was awarded to Matt Cellini, Reiley Crosby,... Read more »

02

Greenspring Advisors Awards $100,000 in Grants; $550,000 Since Program Inception

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2022 Greenspring Grant Impact Report

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Greenspring Advisors Listed in Forbes Top RIA Firms 2023

The Forbes RIA Survey, Top RIA Firms, was awarded on October 10th, 2023, based on the time period of the year prior and financials as of March 31st, 2023. It was provided by Forbes in conjunction with Shook Research. Greenspring Advisors did not pay to be considered for this award.

05

Molly Goetz Named Finalist for Excellence in Mentorship and Allyship Award

Women in Wealth Management’s Excellence in Mentorship and Allyship award was awarded on September 25th, 2023 based on the time period of August 2023. It was provided by The Carson Group and Greenspring Advisors did not pay for consideration.

06

Patrick Collins Named a Most Admired CEO

The Daily Record’s Most Admired CEO was awarded on September 25th, 2023, based on the time period of August 2023. It was provided by The Daily Record and there was a $20 application filing fee associated with this award.

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Greenspring Advisors Implements New Women & Wealth Initiative

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.

Our Core Purpose

To Help Every Person Live Their Ideal Life

Concept of Christmas finance with piggy bank

Festive Finances: Employee Education

The season of giving is fast approaching! Here are a few quick tips to help curb financial stress while still being creative and giving meaningful gifts.

The Pros and Cons of 401(k)/403(b) Automatic Enrollment

Automatic enrollment has increasingly become a common feature among employer-sponsored retirement plans and continues to feature in conversations around improving the overall retirement health in the US. As the conversations continue to swirl around automatic enrollment, and more and more plans adopt the feature, plan sponsors will inevitably be faced with the decision whether or not to add automatic enrollment to their plan.
Shot of a team of business people having a meeting.

Optimize 401(k) Plan Administration: Q4 Newsletter

Our 401(k) plan sponsor newsletter is curated to provide valuable insights on end of year administrative tasks, plan headaches to avoid and tax strategies for business owners.

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.