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.

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Greenspring’s Client Appreciation Video – Reflections on 2020

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

Retirement Plan Review: From Participation Rates to SECURE 2.0

Discover how a comprehensive retirement plan review can enhance your 401(k) strategy. Focus on participation, legislative updates, and key deadlines to future-proof your plan in Maryland.

Plan Sponsor Newsletter: Innovative Plan Strategies

Explore our newsletter for innovative plan strategies, including in-plan retirement income solutions, regulatory updates, and SECURE 2.0 provisions for 2025. Enhance employee benefits today.

SECURE 2.0 Update: Looking Ahead

SECURE 2.0 provisions may impact enrollment, contributions, and other aspects of your 401(k) plan. This will help you align your plan with regulatory requirements while continuing to meet both employer and employee needs.

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.