Greenspring Advisors Named One of Financial Planning’s 2024 Best RIAs to Work For

STANDARD PRESS RELEASE

CONTACT INFORMATION:
Greenspring Advisors
Erin McCabe
443-564-4600 | erin.mccabe@greenspringadvisors.com
RELEASE DATE:
January 8, 2025

FOR IMMEDIATE RELEASE

Greenspring Advisors Named One of Financial Planning’s 2024 Best RIAs to Work For

Towson, MD – January 8, 2025 – Greenspring Advisors is proud to announce that it has been recognized as one of Financial Planning’s 2024 Best RIAs to Work For.

Financial Planning has partnered with Best Companies Group to identify companies that have excelled in creating quality workplaces for employees. The ranking, released by Financial Planning on December 3, 2024, is based on surveys conducted with financial professionals across the country, evaluating their firm’s leadership, culture, pay and benefits, training, work environment, engagement, communication, and other factors.

To be considered for participation, firms had to fulfill the following eligibility requirements:

  • Must be a firm registered as an RIA with the SEC
  • Have a facility in the United States
  • Have a minimum of 10 employees working in the United States
  • Must be in business for a minimum of 1 year

“We are incredibly honored to be recognized as one of the Best RIAs to Work For,” said Laura Stoner, Director of People Operations at Greenspring Advisors. “This accomplishment reflects our firm’s unwavering commitment to creating a positive, collaborative work environment where every team member can thrive. It is a testament to our dedicated and talented team, whose passion and expertise drive our success. We remain focused on fostering a culture of excellence, innovation, and gratitude as we continue to grow and serve our clients.”

Firms from across the United States entered the two-part survey process to determine Financial Planning’s Best RIAs to Work for. The first part evaluated each nominated company’s workplace policies, practices, philosophy, systems, and demographics. The second part consisted of an employee survey to measure the employee experience. The combined scores determined the top firms and the final ranking. Best Companies Group managed the overall registration and survey process, analyzed the data, and determined the final ranking.

“These RIAs are shining examples of the ways in which workplace culture, benefits, pay and so much more can positively impact employees,” Editor-in-Chief Brian Wallheimer said. “It’s clear that these firms love their employees, and the employees love them back.”

For more information on Financial Planning’s Best RIAs to Work for program, visit their website. To see the full list from Financial Planning, read their post about it here.

About Greenspring Advisors

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, as well as comprehensive wealth management services and financial planning for private investors. The firm has offices in Maryland, New Jersey, and Pennsylvania.

To learn more about Greenspring Advisors, please visit www.greenspringadvisors.com.

The Financial Planning 2024 Best RIAs to Work For ranking was provided by Financial Planning on December 3, 2024, based on the time period of the year prior and both employer and employee surveys. 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.

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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