Experience & Expertise

Joe Orff, CFA, CFP®, is a Partner, Senior Financial Advisor, and the Head of Investment
Research at Greenspring Advisors, where he discusses short and long-term financial
planning goals with clients to help set them up for success. Joe serves as the Head of
Investment Research, analyzing current and potential investments to ensure client
portfolios are invested appropriately for the long-term. He is enthusiastic about catering
to his clients’ best interests and is always eager to review cash flow projections, taxes,
insurance, estate planning, or investments for them.

Joe graduated from the University of Miami with a double major in finance and
accounting. He began his career as an Analyst and quickly rose through the ranks by
consistently exceeding client expectations. He is also a Chartered Financial Analyst®
and CERTIFIED FINANCIAL PLANNER® Professional.

Joe is originally from the Philadelphia area and is an avid follower of the Sixers, Eagles,
and Phillies. Outside the office, he enjoys traveling, challenging himself at the gym, and
cooking new recipes.

Favorite Thing About Working With Clients

“One of my favorite parts of being a financial advisor is helping clients achieve both their
short and long-term goals, whether that’s building retirement projections, managing
equity compensation, designing investment portfolios, or finding ways to reduce their
overall tax bill so they can continue living their best lives.”

My Philosophy On Client Service

“My client service philosophy is centered on proactive communication and
responsiveness. I strive to stay ahead of my clients’ needs, keep their financial plans on
track, and be readily available with prompt answers and solutions. I also coordinate
closely with other professionals, such as attorneys and accountants, to ensure every
aspect of their financial life is working together seamlessly.”