Emma Eby, CFP®

Senior Analyst

Experience & Expertise

Emma Eby is a Senior Analyst at Greenspring Advisors, where she assists advisors in
creating comprehensive financial plans that best suit clients’ needs related to retirement,
taxes, estate planning, and investment decisions. Emma is passionate about helping
clients achieve life goals through cohesive, personalized financial strategies.

Emma graduated from Virginia Tech, where she attended the Pamplin School of
Business, earning a Bachelor of Science in Financial Planning & Wealth Management.
Emma is also a CERTIFIED FINANCIAL PLANNER® Professional.

Emma grew up just outside Washington, D.C. In her free time, Emma enjoys exercising,
reading, and spending time with friends and family.

Favorite Thing About Working With Clients

“I value earning trust by understanding the details that matter most, and helping simplify
life in whatever way serves my clients best.”

My Philosophy On Client Service

“I believe client service means being reliable, proactive, and adaptable—meeting clients
where they are while keeping them on track toward their goals.”

New York 
B.S. in Finance
CERTIFIED FINANCIAL PLANNER®
Alexandria, VA
Virginia Tech
She’s the First
Travel
Exploring Restaurants and Cuisines
Art and Fashion
Spending time with family and friends
Have a bias towards action
What I Love About Greenspring

“I appreciate working in a culture that prioritizes life, fosters collaboration, and supports one another with respect.”

Recent Insights

Charitable Trust vs. Private Foundation: Key Differences for Financial Planning

A comparison of charitable trusts and private foundations, with a focus on their respective benefits for personal financial planning.

Understanding the 2026 Roth Catch-Up Rule for High Earners

Learn how the 2026 Roth catch-up rule affects higher-earning employees and what plan sponsors need to know to prepare payroll, systems, and plan processes.

Litigation Updates for Retirement Plan Committees

Stay current on 2026 retirement plan litigation updates. Learn key ERISA rulings, fiduciary process expectations, ESG cases, and what committees should watch.