Greenspring Advisors Named in Central Penn Business Journal’s Asset Managers List

STANDARD PRESS RELEASE
CONTACT INFORMATION:
Greenspring Advisors
Erin McCabe
443-564-4600 | erin.mccabe@greenspringadvisors.com
RELEASE DATE:
February 6, 2024

FOR IMMEDIATE RELEASE

Greenspring Advisors Named in Central Penn Business Journals’ Asset Managers List

Lancaster, PA – February 6, 2024– Greenspring Advisors is proud to announce that it has been listed as 12th on the Central Penn Business Journal’s Asset Managers List.

Greenspring Advisors participated in the Central Penn Business Journal survey of Adams, Cumberland, Dauphin, Franklin, Lancaster, Lebanon, Perry, and York counties for Asset Managers ranked by local assets under management (AUM). The Lancaster location of Greenspring Advisors, formerly ISI Financial Group, Inc., is responsible for over $750 million assets under management. Firmwide, Greenspring Advisors has $6.8 billion in AUM across its three locations.

Read more about Central Penn Business Journal’s Asset Manager list here.

Established in 2004, Greenspring Advisors was built on the fiduciary principle that the client comes first. Greenspring is an independent, fee-only firm that specializes in holistic and progressive investment advisory services to retirement plan fiduciaries, foundations, and endowments; and comprehensive wealth management services including financial planning for private investors. The firm has offices in Maryland, New Jersey, and Pennsylvania.

The Central Penn Business Journal Asset Managers List was published on February 2nd, 2024, based on the time period of the year prior and a survey of financial information submitted by Greenspring Advisors. This was published by Central Penn Business Journal. Greenspring Advisors compensated The Central Penn Business Journal for individual paid subscriptions for some employees, however Greenspring Advisors did not pay to participate in the award nominations. Greenspring Advisors has a reasonable basis for believing that any questionnaire or survey used in the preparation of this third-party rating is structured to make it equally easy for a participant to provide favorable and unfavorable responses and is not designed or prepared to produce any predetermined result. 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.

Greenspring Advisors is a registered investment adviser with the SEC. Registration with the SEC does not imply a certain level of skill or training. 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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