Patrick Sweeney, CFP®

Financial Advisor

Experience & Expertise

Patrick is a Financial Advisor in the firm’s Private Client Group. He holds a Series 65 license and is a CERTIFIED FINANCIAL PLANNER®. Patrick joined Greenspring in 2020 and was promoted 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 to 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 strive 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 
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

Understanding the 2026 Roth Catch-Up Rule for High Earners

Learn how the 2026 Roth catch-up rule affects higher-earning employees and what plan sponsors need to know to prepare payroll, systems, and plan processes.

Litigation Updates for Retirement Plan Committees

Stay current on 2026 retirement plan litigation updates. Learn key ERISA rulings, fiduciary process expectations, ESG cases, and what committees should watch.

Employee Education: Financial Goals Planner

Stay organized and build strong financial habits with this Ultimate Financial Goals Planner. Set goals, track progress, and create a yearlong plan for success.