Two of Greenspring’s Advisors Named in 2024 PLANADVISER’s Top Retirement Plan Advisers

STANDARD PRESS RELEASE
CONTACT INFORMATION:
Greenspring Advisors
Erin McCabe
443-564-4600 | erin.mccabe@greenspringadvisors.com
RELEASE DATE:
March 27, 2024
FOR IMMEDIATE RELEASE

Two of Greenspring’s Advisors Named in 2024 PLANADVISER’s Top Retirement Plan Advisers

Towson, MD – March 27th, 2024 – Greenspring Advisors is pleased to announce that two of its advisors, Greg Hobson, CFP®, AIF® and Matt Cellini, AIF®, were listed as 2024 PLANADVISER Top Retirement Plan Advisers. The 2024 PLANADVISER Top Retirement Plan Advisers is an annual list that recognizes the top retirement plan advisers in the industry based on quantitative measures, including the amount of AUA and the number of plans under advisement. To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. This year’s list included 263 advisers who stand out for their services on all types of retirement plans. This year, Greg Hobson, CFP®, AIF®, and Matt Cellini, AIF®, were both recognized as noteworthy retirement plan specialists, based on Qualified by Total Retirement Plan Assets Under Advisement. Matt also was recognized based on Top 401(k) Plans and Under 40.

“We are honored to receive this prestigious recognition from PLANADVISER,” said Matt Cellini, Partner, and Practice Lead for Greenspring’s Institutional Consulting Group. “While I am personally grateful for the acknowledgment, I attribute this achievement to the hard work and dedication of our exceptional team. Our focus on delivering meaningful outcomes for our clients and their employees remains our top priority.”

Greg Hobson, Co-Practice Lead, added, “This recognition underscores our commitment to providing cutting-edge fiduciary and financial wellness solutions to our corporate retirement clients. We are dedicated to helping companies design and implement high-performance retirement programs that drive successful outcomes for participants. This accolade further motivates our team to continue delivering on Greenspring’s Core Purpose: To Help Every Person Live Their Ideal Life.”

To read more about this list, please visit: https://www.planadviser.com/awards/2024-top-retirement-plan-advisers/?type=list&category=ALL

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

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, progressive, and unbiased 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.

The 2024 PLANADVISER Top Retirement Plan Advisers recognition recognizes the top retirement plan advisers in the industry based on quantitative measures from the year prior. To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following categories: meaning, 91% - 100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients. As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition.

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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