We are simply real people following real values.
Established in 2004, Greenspring is an independent, fee-only firm, specializing in holistic, progressive and unbiased investment advisory services to retirement plan fiduciaries, foundations, and endowments; and comprehensive wealth management services and financial planning to private investors.
Passion drives our efforts to put our clients’ needs first and help them navigate the complex financial journey that will result in their long-term financial well-being. As we enter the third decade since our firm’s founding, we have held true to the original vision for the firm – where we exist to serve them, not the other way around. Holding to this vision, we’ve experienced exceptional growth; starting as a team of two and now being recognized as one of the country’s top 100 financial advisors in the nation; and one of the top five largest registered investment advisory firms in Maryland.
As we’ve grown, we have remained diligent in adhering to our original core purpose, culture and philosophy of an “others-first” focus.
With offices in Maryland, New Jersey, and Pennsylvania, we have hired a deep bench of skilled and credentialed financial advisors, keeping the advisor-client ratio low in order to maintain personal relationships. Our “others-first” philosophy and culture allow our advisors to focus on our fiduciary responsibility and our clients’ needs, whether individuals, corporations, or philanthropic institutions. And our growing team believes deeply in the philosophy set forth by the founders: exceptional advice, diligence, results, and, above all, putting the client first.
We are your advocates.
Our fiduciary responsibility informs every interaction we have with our clients. We assist, educate and advise our clients so you truly understand complex topics and have the confidence and know-how to make solid investment decisions. We use plain English to explain the financial climate and then discuss the risks that accompany some options. Guided by our core principle of putting the client’s needs first, we have an extremely high investor client satisfaction and retention rate.
In addition to helping our clients make sound and wise decisions, we also support a number of area nonprofits and charities. As company profits reach new levels, so does our giving. We take pride in our efforts to create stronger and more equitable communities with which we work and live.
When you partner with Greenspring we want you to know exactly who we are to ensure we’re the right fit. Every employee at Greenspring is motivated by fulfilling our Core Purpose, helping others, and living by our Core Values. At Greenspring, these two things are non-negotiable and they drive how we approach life, how we conduct business, how we treat others, and how we do our jobs.
Love Your Neighbor
Be others focused
Master Your Craft
Develop your skills
Have a Bias Towards Action
Make things happen
Own Your Stuff
Take responsibility for your actions
Trust The Evidence
We’re proud to have been recognized for the work that we do. As a trusted advisor & fiduciary to our clients, an employer committed to a culture of service and excellence, and as a leader calling for transparency in our industry, we’re proud of what we’ve accomplished, but are even more excited for what’s to come.
PLANSPONSOR Retirement Plan Adviser Small Team of the Year
PLANADVISER Top 100 Retirement Plan Advisers
InvestmentNews Best Places To Work For Financial Advisers
Baltimore Business Journal Largest Financial Planning Companies (#12)
Baltimore Business Journal Largest Corporate Philanthropists (#25)
Pensions & Investments Best Places to Work
RIA Channel Top 100 Wealth Managers Ranking (#72)
InvestmentNews Best Places to Work for Financial Advisers
Baltimore Business Journal Largest Financial Planning Companies (#11)
Baltimore Business Journal Largest Corporate Philanthropists (#23)
Baltimore Business Journal Largest Corporate Philanthropist (#21)
Financial Planner Magazine Top 150 RIA Firms (#45)
Financial Advisor Top 100 Largest RIA (#1 in MD, #77 Nationwide)
Financial Times 300 Top 100 Registered Investment Advisor List
Pensions & Investments Best Places to Work in Money Management for 2021
Baltimore Business Journal’s List of Largest Financial Planners (#7)
Baltimore Business Journal’s List of Largest Corporate Philanthropist (#22)
FinancialPlanning’s List of Top 150 RIA Leaders (#69)
InvestmentNews Best Places to Work for Financial Advisors (#6)
NAPA Top DC Advisor Team in Nation
PLANADVISOR Top 100 Retirement Plan advisor
Forbes America’s Top RIA Firms (#58)
Pensions & Investments Best Places to Work in Money Management
FinancialPlanning RIA’s Leader List (#46)
Baltimore Business Journal BBJ Fast 50
Baltimore Business Journal Largest Corporate Philanthropist