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. Greg has over 30 years of financial services experience with firms such as Prudential-Bache, Salomon Smith Barney, and Wall Street Advisors. He has earned the professional designation of CERTIFIED FINANCIAL PLANNER™ practitioner from the Certified Financial Planner Board of Standards.  Greg is also an IRS Enrolled Agent (EA), a federally authorized tax practitioner who has technical expertise in the field of taxation.  Greg is also a member of the Greenspring Investment and Financial Planning Committees and sits on the Board of Directors. 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
Board Member, Camp Nejeda, a 501(c)3 based in Stillwater New Jersey
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

“I'm largely drawn to the passion, the energy, and the people.”

Greenspring News

Christian Stanley, CRPS®, AIF® Appointed Partner

Greenspring Advisors appoints Christian Stanley to Partner.

Board of Directors Announced by Greenspring Advisors

We are pleased to announce the election of three new board members to our Board of Directors.

Greenspring Advisors Appoints Pat Collins as Chief Executive Officer

Greenspring Advisors Appoints Pat Collins as Chief Executive Officer