Experience & Expertise
Eric Siss is a Partner & Senior Financial Advisor at Greenspring Advisors. As an
advisor, he is responsible for partnering with clients to create custom strategies for
retirement, tax, investment, insurance, and estate planning. In his director role, he
analyzes industry trends and planning techniques with the goal of continuously
enhancing the Greenspring client experience.
Prior to joining Greenspring Advisors, Eric spent three years as a financial planning
associate at a wealth management firm in the suburbs of Philadelphia. During this time,
Eric gained invaluable experience assisting clients in all facets of their financial lives.
Eric graduated from Virginia Tech earning a bachelor’s degree in finance with a
concentration in financial planning from the board-registered CFP® certification
education program. He is a CERTIFIED FINANCIAL PLANNER®.
Outside of the office, Eric enjoys spending time with family and friends, watching sports, and living an active lifestyle.
Favorite Thing About Working With Clients
“I love helping people reduce stress that money often creates. I strongly believe that
financial clarity can create greater peace of mind and a sense of freedom.”
My Philosophy On Client Service
“I like to give people all of the information they need to make informed decisions. That
typically starts with getting to know my clients as people. Understanding their family
situation, their personalities and their goals. Then, I can more effectively break down
complex fact patterns into easy to understand pros and cons that resonate.”