Molly Goetz, CFP®, CDFA®, MBA

Partner & Practice Lead

Experience & Expertise

Molly is a Partner & Practice Lead in the firm’s Private Client Group. She has been in the financial industry for over 24 years. Prior to joining Greenspring, she worked in various capacities in the Institutional Equity Division of Deutsche Bank and was an Associate at a private equity firm. Molly specializes in helping clients assess their long-term financial goals and then works closely with them to develop, implement, monitor, and periodically reassess a financial plan so that these objectives are successfully met. Molly is a member of the firm’s Investment Committee and co-leads Greenspring’s Women & Wealth initiative. Molly also serves on the Investment Committee for Pickersgill Retirement Community. In 2024, Molly was named on The Daily Records’ 2024 Banking and Financial Services Power List, and in 2023, she was a finalist for the Women in Wealth Management Awards’ Excellence in Mentorship & Allyship award.

Please see below for award disclaimers.

Get Better Acquainted With Molly

Favorite Thing About Working With Clients

“Empowering others to take control of their financial future.”

My Philosophy On Client Service

“Be proactive in anticipating clients’ needs and questions. Provide strategies based upon sound analysis. But above all, LISTEN”

Location
Maryland 
Contact
Education Awards Recognition
B.A. from University of Virginia
MBA from Loyola University
CERTIFIED FINANCIAL PLANNER®
Certified Divorce Financial Analyst
The Daily Record's 2024 Banking & Financial Services Power List
2023 Finalist for Women in Wealth Management's Excellence in Mentorship & Allyship Award
2024 Excellence Awardee in Investment News Women to Watch Allyship Champion of the Year Award

Please see below for award disclaimers.
Hometown
Baltimore, MD
Alma Mater
University of Virginia and Loyola University
Favorite Philanthropy
Athletes Serving Athletes
Interests
Spending time with family
Reading
Wellness
Favorite Greenspring Value
Master Your Craft
What I Love About Greenspring

“I love our client first mentality that guides our decision making. That mentality, paired with our emphasis on teamwork, is what I think makes Greenspring special.”

Recent Insights

Tax Implications of Divorce

You made it through the grueling process of getting divorced, which is difficult enough, but now you have one more hurdle: filing your taxes.
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How Will You Show Up?

Greenspring’s Women & Wealth group wanted to know: What is the secret to unlocking the potential in ourselves and others? To get some answers, we turned to organizational psychologist, Adam Grant, and discussed key themes of his recent book “Hidden Potential: The Science of Achieving Greater Things.”
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Greenspring Advisors Retirement Planning Insights

Retirement Planning: Not One Size Fits All

The best way to achieve any goal is by implementing a plan. Whether you are 20 years or two years from retirement, it is never too early or too late to put a plan in place to achieve your retirement goals. We want to share with you some of the key considerations for a successful retirement.
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Greenspring News

Molly Goetz Named in The Daily Record’s 2024 Banking and Financial Services Power List

Greenspring Advisors is excited to announce that Partner & Practice Lead, Molly Goetz, CFP®, CDFA®, MBA, was named in The Daily Records 2024 Banking and Financial Services Power List.
Read More »

Molly Goetz, CFP®, CDFA®, Named Finalist for Excellence in Mentorship and Allyship Award

Greenspring Advisors is pleased to announce that Partner & Practice Lead, Molly Goetz, CFP®, CDFA®, MBA, was named as a finalist for the Women in Wealth Management Awards’ Excellence in Mentorship & Allyship award.
Read More »

Greenspring Announces Molly Goetz, CFP®, CDFA® Appointed Partner

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The Daily Record’s 2024 Banking and Financial Services Power List was awarded to Molly Goetz on July 31st, 2024, based on the time period of the prior year. It was provided by The Daily Record and was selected by their editorial leadership team, with input from members of the community. Greenspring Advisors did not pay to be considered. Molly Goetz was named a 2023 Finalist for the Women in Wealth Management’s Excellence in Mentorship & Allyship Award which was awarded on September 25th, 2023 based on the time period of August 2023. It was provided by The Carson Group. Greenspring Advisors did not pay for consideration. 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.