Benjamin Galloway, CFP®

Senior Financial Advisor

Experience & Expertise

Ben is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER® in the firm’s Private Client Group.  Ben’s practice focuses on serving the financial planning needs of business owners and executives, especially related to sudden wealth and intergenerational wealth transfers.  His work includes a special emphasis on the unique needs of same-sex couples and other members of the LGBTQ+ community.  Ben works with clients to develop financial, tax, and estate planning strategies specific to complex wealth needs, including concentrated stock, real estate, buy-sell agreements, and charitable giving.  An enhanced and remarkable client experience through exceptional service is pivotal to Ben’s practice.  Whether it is helping clients sell a business, plan for retirement, save for college, or start a family, Ben prioritizes an educational and evidence-driven investment and planning approach.

Get Better Acquainted With Ben

Favorite Thing About Working With Clients

“Serving as a financial advocate for clients so they feel capable, confident, and empowered in making the best decisions for themselves, their families, and those who depend on them.”

My Philosophy On Client Service

“My philosophy of client service is twofold: Treat others how you would like to be treated, and put yourself in the best position to have options. We ask our clients to be particularly vulnerable when sharing their personal lives with us, and oftentimes, it is an emotional experience. Our responsibility in protecting that trust and exercising empathy is paramount, and our commitment in honoring that responsibility must be unwavering.”

Maryland 
Bachelor of Business Administration, University of Notre Dame
CERTIFIED FINANCIAL PLANNER®

Planned Giving Advisory Council, Baltimore Symphony Orchestra
Chase Brexton Gala Committee
Baltimore, MD
University of Notre Dame
The Trevor Project
Chase Brexton Health Care
Catch A Lift Fund
Peloton
Tennis
Entrepreneurship
Notre Dame Football
Comedy
Love Your Neighbor
What I Love About Greenspring

“Greenspring cultivates a unique sense of pride and selflessness that is rare in the financial services industry. Creating a culture where employees feel supported and are encouraged to pursue their personal and professional passions takes tremendous work from dedicated leadership who recognize the value in placing its people first. That mentality permeates through everything we do, and it has a profound and lasting impact on the client experience.”

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. 

Greenspring News

Greenspring Announces “Finance Flipped” A New Personal Finance Series with Ben Galloway, CFP®

Greenspring announces "Finance Flipped" a Greenspring Advisors original series that “flips the script” on all things we think we know about personal finance.

Ben Galloway Joins Greenspring Advisors