Michael Kimmel, CFP®

Partner & Senior Financial Advisor

Experience & Expertise

As a Senior Advisor, Michael Kimmel provides comprehensive financial planning and investment management services to his clients. He is the go-to contact for many clients of Greenspring Advisors, overseeing their portfolios and total financial pictures as they relate to estate, tax, insurance, and retirement planning. He enjoys getting to know clients and their unique challenges, so he can help them find a path around the obstacles they face and discover new ways to reach their goals. Mike educates clients on their options, provides personally tailored recommendations, and facilitates implementation of the chosen path forward.

Mike has close to 20 years of total financial planning experience. He is a member of both Greenspring’s investment and financial planning committees, where he is involved in firm research and policy decision-making. Mike served on the board of directors of the Estate Planning Council of New York City (2015-2018), chaired the 2018 Estate Planner’s Day conference, and was a member of the CFP Board Council on Education’s Long-Range Planning Group.

Mike is a proud University of Michigan alumnus and lives in New Jersey with his family. He has been married to his incredible wife, Rachel, since 2018. They have two sons, and Mike is also a proud uncle. Outside the office, he enjoys spending time with his family, reading non-fiction, watching Michigan football, and playing both golf and tennis.

Favorite Thing About Working With Clients

“Helping clients overcome adverse moments in their lives.”

My Philosophy On Client Service

“Taking financial burdens off my client’s plates so that they can focus on the things that bring them joy.”

New York 
B.A. in Psychology
Professional Graduate of the G2 Leadership Institute, Class of 2017
CERTIFIED FINANCIAL PLANNER®
Short Hills, NJ
University of Michigan
Red Cross and Organizations involved in Cancer research
Spending time with family and friends
Non-fiction
Sports
Trust the evidence
What I Love About Greenspring

“I love working in an environment where people genuinely care about both their clients and colleagues. The firm acts as if it's one big team, which I think is truly unique in a competitive world.”

Recent Insights

Protecting Your Assets From Divorce, Before and After Tying the Knot

An overview of common options for protecting assets before and after marriage, including trusts, prenuptial agreements, and postnuptial agreements.

Total Return: Understanding Investment Performance Fundamentals

How total return combines income and capital appreciation to provide a complete picture of investment performance.

5 Common Investment Misconceptions We Hear From Our Clients

Read on for some of the most common investment misconceptions we hear while advising clients.