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 and New Jersey, 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 the needs of our clients, whether they be 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 then discuss the risks that accompany some options. Guided by our core principle of putting the clients’ needs first, we have an extremely high investor client satisfaction and retention rate. NPS SCORE HERE?
In addition to helping our clients make sound and wise 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.
Financial Advisor Magazine RIA Ranking #100
Financial Planning Magazine Top 100 Registered Investment Adviser #51
Forbes/RIA Channel Top 100 RIA Firms #29
Financial Advisor Magazine RIA Ranking #99
Financial Times 300 Top Registered Investment Adviser
Financial Times 401 Retirement Plan Advisers
Daily Record Best Employers in Maryland
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)
Baltimore Business Journal Largest Corporate Philanthropists (#21)
Financial Advisor Top 100 Largest RIA (#1 in MD, #77 Nationwide)
Financial Times 300 Top 100 Registered Investment Advisor List