Owen Demmerly, CFP®

Partner & Senior Financial Advisor

Experience & Expertise

Owen is a Partner & Senior Financial Advisor. He specializes in working closely with individuals, families, foundations, and endowments to develop better financial practices that help achieve both their short- and long-term aspirations. At Greenspring, he is an integral part of the financial planning committee and is the leader of the Baltimore chapter of The National Association of Personal Financial Advisors (NAPFA). Outside of Greenspring, Owen serves as treasurer for the nonprofit Starboard Society. He is passionate about creating the best experience for his clients.

Get Better Acquainted With Owen

Favorite Thing About Working With Clients

“I am most passionate about helping individuals, foundations, and endowments in developing effective planning strategies to enhance their lives and the lives of those who depend on them. My favorite thing about working with clients is witnessing how these strategies help them live their ideal life.”

My Philosophy On Client Service

“My goal is to always go above and beyond for clients. I want to be the person my clients call when life is good and when life is throwing a curve ball, providing them support and assistance.”

Maryland 
B.A. from Goucher College
CERTIFIED FINANCIAL PLANNER®
Treasurer, Starboard Society
Captain of the Goucher Men’s Lacrosse Team
West Chester, PA
Goucher College
The National Multiple Sclerosis Society
Starboard Society
Camping
Biking
Board games
Skiing/Snowboarding
Playing recreational sports
Guitar
Travel
Have a Bias Towards Action
What I Love About Greenspring

“I love the family that Greenspring has created and the collaborative atmosphere that allows us to improve the lives of our clients in the most effective ways.”

Recent Insights

Grants for First Responders & Volunteer Fire Departments

COVID-19 has put financial stress on individuals, businesses, and most of all, our first responders. During these times of difficulty for our nation and our world, our first responders are stepping up to the front lines–“one for all.” Our government has created several grants to provide financial support to our first responders, specifically our fire departments.

Plan Sponsor Newsletter: Strengthening Fiduciary Leadership

From executive benefits to employee engagement and cybersecurity policies, this quarter’s newsletter focuses on effective strategies for plan sponsors.

Wealth Preservation Across Generations: Financial Planning Strategies

For most of our clients, multi-generational wealth transfer is a top-of-mind priority. When done well, wealth transfers create outsized impact for both heirs and charity while providing you with the peace of mind that your wishes are followed.