Molly Goetz, CFP®, CDFA®, MBA

Partner & Practice Lead

Experience & Expertise

Molly is a Partner & Practice Lead in the firm’s Private Client Group. She has been in the financial industry for over 24 years. Prior to joining Greenspring, she worked in various capacities in the Institutional Equity Division of Deutsche Bank and was an Associate at a private equity firm. Molly 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. Molly is a member of the firm’s Investment Committee and co-leads Greenspring’s Women & Wealth initiative. Molly 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, and in 2023, she was a finalist for the Women in Wealth Management Awards’ Excellence in Mentorship & Allyship award.

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”

Location
Maryland 
Contact
Education Awards Recognition
B.A. from University of Virginia
MBA from Loyola University
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst
2024 The Daily Records' Banking and Financial Services Power List
2023 Finalist for Women in Wealth Management Awards’ Excellence in Mentorship & Allyship award
Hometown
Baltimore, MD
Alma Mater
University of Virginia and Loyola University
Favorite Philanthropy
Athletes Serving Athletes
Interests
Spending time with family
Reading
Wellness
Favorite Greenspring Value
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

Greenspring Advisors Financial Planning Insights

Finance After 50

I recently celebrated my 50th birthday and it has begun to sink in that I am on the back end of my longevity curve. Retirement is no longer something “Old” people need to worry about but rather a word that has become a frequent part of my vocabulary. Turning 50 is a perfect time to evaluate your financial situation and determine if your retirement plan is on track. Use this checklist to help you gain firm financial footing so that you can fully enjoy your NEXT 50 years.
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Greenspring Advisors Retirement Planning Insights

Retirement Planning: Not One Size Fits All

The best way to achieve any goal is by implementing a plan. Whether you are 20 years or two years from retirement, it is never too early or too late to put a plan in place to achieve your retirement goals. We want to share with you some of the key considerations for a successful retirement.
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Greenspring Advisors Financial Planning Insights

Money Values

This week Greenspring’s Women & Wealth group hosted a Conversation Circle to discuss our own relationships with money. If you aren’t familiar with a Conversation Circle it is an opportunity for a small group to come together for a facilitated discussion to share stories and experiences. The Circle allows us to self-reflect as well as draw wisdom from others. As Wealth Managers it is second nature to ask our clients questions to draw out what their greatest fears and concerns are about money so that we can determine the best way we can help. As was the case with the cobbler whose children had no shoes, we often don’t pause to examine our own relationship with money.
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Greenspring News

Molly Goetz, CFP®, CDFA®, MBA Named in 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 Record's 2024 Banking and Financial Services Power List.
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Molly Goetz, CFP®, CDFA®, Named Finalist for Excellence in Mentorship and Allyship Award

Greenspring Advisors is pleased to announce that Partner & Practice Lead, Molly Goetz, CFP®, CDFA®, MBA, was named as a finalist for the Women in Wealth Management Awards’ Excellence in Mentorship & Allyship award.
Read More »

Greenspring Announces Molly Goetz, CFP®, CDFA® Appointed Partner

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Women in Wealth Management’s Excellence in Mentorship and Allyship award was awarded on September 25th, 2023 based on the time period of August 2023. It was provided by The Carson Group and Greenspring Advisors did not pay for consideration. 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.