Patrick Sweeney, CFP®

Financial Advisor

Experience & Expertise

Patrick is a Financial Advisor in the firm’s Private Client Group and is Series 65 licensed and a CERTIFIED FINANCIAL PLANNER®. He joined Greenspring in 2020 and was promoted from Financial Associate to Financial Advisor in 2022. He works closely with other members of the Private Client Group to provide comprehensive financial planning and wealth management services for individuals and families.

Get Better Acquainted With Patrick

Favorite Thing About Working With Clients

“Helping clients navigate some of the most important life decisions they will face and knowing you are having a lasting impact.”

My Philosophy On Client Service

“I always want to go above and beyond in helping clients because seeing them happy with the work we do is the reason I am in this field.”

Maryland Pennsylvania 
B.S. in Business with a Concentration in Financial Planning from Towson University
Series 65 Licensed
CERTIFIED FINANCIAL PLANNER®
Columbia, MD
Towson University
Our Daily Bread
Golfing
Fishing
Spending time with family and friends
Master Your Craft
What I Love About Greenspring

“The firms core values, the culture and the dedication to premier client service.”

Recent Insights

A Cheat Sheet for Commonly Used Financial Terms You Should Know

Financial terminology can be confusing, but this cheat sheet for financial terms should help.

Plan Sponsor Newsletter: Employee Benefits Trends

Stay ahead of Employee Benefits Trends in the DC Metro Area. Learn how companies are adapting benefits to meet workforce needs and stay competitive.

Employee Benefits to Help Motivate Your Workforce

Enhance workplace satisfaction in the DC Metro Area with employee benefits that attract, retain, and engage top talent. Build a motivated and loyal workforce today!

Greenspring News

Greenspring Advisors Named as Top Defined Contribution Advisor Team in Nation | Top 3 in Maryland

Greenspring Advisors, an independent, fee-only Registered Investment Advisor (RIA) named one of the nation’s top defined contribution (DC) Financial Advisor Teams by NAPA.

Greenspring Advisors Awards $50,000 in Grants