Greg Plechner, CFP®, ChFC®, CLU® CASL®, EA

Partner & Practice Lead

Experience & Expertise

Greg is a Partner & Practice Lead in the firm’s Private Client Group. He was previously a Principal and Wealth Manager at Modera Wealth Management, LLC and a First Vice President, Private Client Services at Salomon Smith Barney. Greg specializes in helping clients assess their long-term financial goals and then works closely with them to develop, implement, monitor, and periodically reassess a financial plan so that these objectives are successfully met.

Favorite Thing About Working With Clients

“Finding the opportunity inside of every problem.”

My Philosophy On Client Service

“Under-promise and over-deliver.”

B.S. in Business Economics, Honors, SUNY
Best Financial Advisers for Doctors by Medical Economics Magazine, 2010 and 2012
FIVE STAR Wealth Manager, as seen in New Jersey Monthly Magazine, 2011 and 2012
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant®
Chartered Life Underwriter®
Chartered Advisor in Senior Living®
Enrolled Agent
Amityville, NY
State University of New York at Oneonta
Camp Nejeda
Racquetball
Biking
Snow Skiing
Have A Bias Towards Action
What I Love About Greenspring

“The passion, the energy, the people.”

Greenspring News

Greenspring Advisors Named as Top Defined Contribution Advisor Team in Nation | Top 3 in Maryland

Greenspring Advisors, an independent, fee-only Registered Investment Advisor (RIA) named one of the nation’s top defined contribution (DC) Financial Advisor Teams by NAPA.

Greenspring Advisors Awards $50,000 in Grants