Greenspring Advisors named 2020 PLANADVISER Top 100

Greenspring Advisors
Josh Itzoe

RELEASE DATE: April 23, 2020

Greenspring Advisors named 2020 PLANADVISER Top 100 Retirement Plan Advisers.

Towson, MD – April 23, 2020 – Greenspring Advisors is pleased to announce it has been named a 2020 PLANADVISER Top 100 Retirement Plan Adviser. The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of individual advisers and teams that stand out in the industry based on a series of quantitative measures.  These include the dollar value of qualified plan assets under administrations (AUA), as well as the number of plans under advisement.

Advisers opt into an annual PLANADVISER Retirement Plan Adviser Survey and are then divided into categories for evaluation, defined by the number of advisers, plus support staff, in practice. This year, Greenspring was recognized in two categories: “Small Teams with $1.7 Billion or More in Retirement Plan Assets Under Advisement” and “Small Teams with 115 Retirement Plans or More Under Advisement”.

“We are delighted to be recognized by PLANADVISER for the third time,” said Joshua P. Itzoe, a Partner at Greenspring and the firm’s Chief Strategy Officer.  “It is a fantastic achievement to be honored, but more so, a testament to the leading-edge fiduciary and financial wellness solutions we provide to our corporate retirement clients and their employees.  And this kind of industry recognition only increases our team’s commitment to helping companies create high-performance retirement programs that drive successful outcomes for participants.”

Greenspring was also named the 2018 PLANSPONSOR Retirement Plan Adviser of the Year – Small Team.

Greenspring Advisors, established in 2004, is one of the top five largest registered investment advisory firms in Maryland and was built on the fiduciary principle that the client comes first. Greenspring is an independent, fee-only firm specializing in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments; and comprehensive wealth management services and financial planning to private investors.  The firm has offices in Towson, MD, and Paramus, NJ.

Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.

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