Wealth Management Team

Greenspring Advisors Recognized as One of Greater Baltimore’s Largest Wealth Management Firms by the Baltimore Business Journal

STANDARD PRESS RELEASE

CONTACT INFORMATION:
Greenspring Advisors
Erin McCabe
443-564-4600 | erin.mccabe@greenspringadvisors.com

RELEASE DATE:
November 8, 2024

FOR IMMEDIATE RELEASE

Greenspring Advisors Recognized as One of Greater Baltimore’s Largest Wealth Management Firms by the Baltimore Business Journal

Towson, MD – November 8, 2024 – Greenspring Advisors is honored to be recognized in the Baltimore Business Journal’s Largest Wealth Management Firms list.

In 2024, Greenspring Advisors was ranked 5th by Baltimore-area professionals and Assets Under Management (AUM) in the Baltimore Business Journal’s list. As a repeated participant in this list since 2022, Greenspring Advisors has seen growth in AUM and the number of Baltimore-area professionals as their team and client base have grown.

In 2022 and 2023, Greenspring Advisors was ranked 8th by the number of Baltimore-area professionals. In 2024, Greenspring Advisors increased in rank to 5th based on the number of Baltimore-area professionals. Similarly, in 2022, Greenspring was ranked 7th by AUM, and in 2023 and 2024, Greenspring Advisors ranked 5th by AUM.

“We are honored to be recognized as one of the largest wealth management firms in Greater Baltimore, a testament to the trust our clients place in us and the unwavering dedication of our exceptional team,” said Pat Collins, CFP®, EA, Partner & CEO of Greenspring Advisors. “Our success is rooted in the relationships we build and the commitment we share to help each person live their ideal life.”

To read more about this achievement, visit the Baltimore Business Journal’s website.

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; and comprehensive wealth management services including financial planning for private investors. The firm has offices in MD, NJ, and PA.

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

The Baltimore Business Journal's Largest Wealth Management Firms in Greater Baltimore list was published on 11/1/24 by the Baltimore Business Journal based on the time period of the year prior. Greenspring Advisors compensated The Baltimore 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.

The Baltimore Business Journal’s Largest Wealth Management Firms in Greater Baltimore in Greater Baltimore was awarded on December 1st, 2023, based on the time period of the year prior. It was provided by Baltimore Business Journal. Greenspring Advisors did not pay to participate. 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.

The Baltimore Business Journal’s Largest Wealth Management Firms in Greater Baltimore was awarded on December 7th, 2022, based on the time period of the year prior. It was provided by Baltimore Business Journal. Greenspring Advisors did not pay to participate. 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.

Recent Greenspring News

Greenspring Advisors Named One of Best Places to Work for Financial Advisors in the USA by Investment News

Greenspring Advisors is proud to announce that we have been named in InvestmentNews’ List of Best Places to Work for Financial Advisors in the USA.

Greenspring Advisors Announces New Partners for 2026

As we welcome the new year, Greenspring Advisors is proud to announce the addition of four new partners to the firm.

Molly Goetz Named in The Daily Record’s 2025 Banking and Financial Services Power List

Greenspring Advisors is excited to announce that Partner & Practice Lead, Molly Goetz, CFP®, CDFA®, MBA, was named in the Daily Record’s 2025 Banking and Financial Services Power List.