Molly Goetz, CFP®, CDFA®, MBA

Partner & Practice Lead

Experience & Expertise

Molly is a Partner & Practice Lead in the firm’s Private Client Group, bringing over 25 years of experience in the financial industry. Before joining Greenspring, she held various roles within Deutsche Bank’s Institutional Equity Division and worked as an associate at a private equity firm.

Molly specializes in helping clients assess their long-term financial goals. She works closely with them to develop, implement, monitor, and periodically reassess financial plans, helping to ensure that their objectives are met. Molly is the chair of the firm’s Financial Planning Committee, is a member of the Investment Committee, and co-leads Greenspring’s Women & Wealth initiative. She also serves on the Investment Committee for Pickersgill Retirement Community. In 2024, Molly was named on The Daily Records’ 2024 Banking and Financial Services Power List.

Please see below for award disclaimers.

Get Better Acquainted With Molly

Favorite Thing About Working With Clients

“Empowering others to take control of their financial future.”

My Philosophy On Client Service

“Be proactive in anticipating clients’ needs and questions. Provide strategies based upon sound analysis. But above all, listen.”

Maryland 
B.A. from University of Virginia
MBA from Loyola University
CERTIFIED FINANCIAL PLANNER®
Certified Divorce Financial Analyst
The Daily Record's 2024 Banking & Financial Services Power List
2024 Excellence Awardee in Investment News Women to Watch Allyship Champion of the Year Award

Please see below for award disclaimers.
Baltimore, MD
University of Virginia and Loyola University
Athletes Serving Athletes
Spending time with family
Reading
Wellness
Master Your Craft
What I Love About Greenspring

“I love our client first mentality that guides our decision making. That mentality, paired with our emphasis on teamwork, is what I think makes Greenspring special.”

Recent Insights

The Most Powerful Questions to Ask A Financial Advisor (for High Net Worth Investors)

The relationship with your financial advisor should be one of transparency and trust. These questions are not just information-gathering tools — they are conversation starters that reveal your advisor’s thought process, values, and ability to address your unique financial goals.

2025 Year-End Tax Planning Considerations

As the year comes to a close, here are some year-end tax planning items you may need to take action on before year end, by April 15, or those that don’t require action but could impact your income taxes this year and in the years to come.

2026 Contribution Limits

The 2026 Retirement Plan Contribution Limits are here! Check out the most recent changes.

Greenspring News

Molly Goetz Named in The Daily Record’s 2024 Banking and Financial Services Power List

Greenspring Advisors is excited to announce that Partner & Practice Lead, Molly Goetz, CFP®, CDFA®, MBA, was named in The Daily Records 2024 Banking and Financial Services Power List.

The Daily Record’s 2024 Banking and Financial Services Power List was awarded to Molly Goetz on July 31st, 2024, based on the time period of the prior year. It was provided by The Daily Record and was selected by their editorial leadership team, with input from members of the community. Greenspring Advisors did not pay to be considered. Greenspring Advisors has a reasonable basis for believing that any questionnaire or survey used in the preparation of this third-party rating is structured to make it equally easy for a participant to provide favorable and unfavorable responses and is not designed or prepared to produce any predetermined result. Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results. The Investment News Women to Watch- Allyship Champion of the Year Excellence Awardee was awarded to Molly Goetz, CFP®, CDFA®, MBA on 11/6/24 by Investment News. This was based on the time period of the year prior. Greenspring Advisors did not pay to participate. Greenspring Advisors has a reasonable basis for believing that any questionnaire or survey used in the preparation of this third-party rating is structured to make it equally easy for a participant to provide favorable and unfavorable responses and is not designed or prepared to produce any predetermined result. Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results.