Benjamin Galloway, CFP®

Partner & Senior Financial Advisor

Experience & Expertise

Ben is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional who advises executives, founders, and LGBTQ+ leaders through complex wealth transitions. He partners with clients navigating liquidity events and retirement, providing disciplined, integrated planning across investment, tax, and legacy strategies.  A member of the LGBTQ+ community himself, Ben helps clients and his community move into retirement and generational stewardship with clarity, structure, and conviction.

Get Better Acquainted With Ben

Favorite Thing About Working With Clients

“Helping them do more of what they love.”

My Philosophy On Client Service

“Provide clients a remarkable experience, always. “

Maryland 
Bachelor of Business Administration, University of Notre Dame
CERTIFIED FINANCIAL PLANNER®
BBS Management Consulting and Entrepreneurship
Board Member, FreeState Justice
Council Member, Planned Giving Advisory Council for the Baltimore Symphony Orchestra
Founder, ND Club Tennis
The Daniel W. McNeal Scholarship Award, Loyola Blakefield
Towson, MD
University of Notre Dame
The Trevor Project
Chase Brexton Health Care
FreeState Justice
You Can Play
Baltimore Symphony Orchestra
Pickleball
Tennis
Interior Design
Estate Sales
Love Your Neighbor
What I Love About Greenspring

“What we can give, the world needs. We can help change the course of people's lives through better financial planning. Greenspring's commitment to helping 1,000,000 people live their ideal lives is a testament to our purpose, values, and relationships.”

Recent Insights

Do You Have an Employee Stock Purchase Plan? Then This Is for You.

A 401(k) match is additional money your employer adds to your 401(k) when you contribute a certain amount, up to a percentage of your salary. Some people refer to this as “free money”: you don’t have to anything to earn it other than contribute to your retirement plan. Another valuable source of this “free money” is an Employee Stock Purchase Plan (ESPP). However, not many people use it. In fact, while many mid and large-size companies offer an ESPP, less than 50% of those eligible employees actually participate.

5 Tips for HENRYs Looking to Optimize Their Next Dollar

Life pulls us in a million directions: careers, kids, houses, cars, taxes, vacation, income, weddings, retirement, groceries, side hustles, investments, aging parents, promotions, and job changes. Amidst it all, we try to make financially responsible decisions for ourselves and our families. We don’t want to compromise our lifestyle now, but we also can’t sacrifice building a plan for retirement. Ben Galloway, CFP® has put together an order of operations checklist related to what to do with your next dollar for HENRY's.

An LGBTQ+ Couple’s Guide to Tax, Estate, and Legacy Planning

Tax, estate, and legacy planning for the LGBTQ+ community can be complex, regardless of whether you decide marriage is right for you.  But with the right knowledge and guidance, you can navigate these challenges successfully.  By staying informed, working with experienced professionals, and proactively planning for your future, you can protect your assets, safeguard your loved ones, and ensure your wishes are respected.