The latest thinking from Greenspring Advisors.

Blog Categories:


Related Resources:

Should You Invest Like Harvard?

Greenspring Advisors Core Value #4: Master Your Craft

I Am Sitting On Cash, Should I Wait For the Next Market Crash To Invest?

The Most Important Metric To Track For Financial Independence

Greenspring Advisors Core Value #3: Have A Bias Towards Action

Rebranding: Greenspring Wealth Management is now Greenspring Advisors

Joshua P. Itzoe, CFP®, AIF®

Dear Friends, Clients, and Partners of Greenspring;

As we continue to welcome in the new year, we’re excited to share some big news with you. As of January 22, 2018, we’ve changed our name. Greenspring Wealth Management is now Greenspring Advisors.

In mid-2017, as we reviewed our strategic plan to serve our clients, our vision for the growth of the organization, and began laying the groundwork for the coming years, we examined how we have grown and evolved since we first launched Greenspring more than 13 years ago. We started with a process of self-analysis, gathering feedback and data from our employees and Partners; and then reached outside the organization to talk with clients, vendors, professional colleagues and family.

Our commitment to giving back to our communities remains strong. At the close of 2017, we have given over $550,000 to charitable organizations that make a difference in our community, in addition to countless hours donated by our employees on their own time.

Contrary to the norm at many large financial services firms, we’ve always wanted Greenspring to feel like a family to our people. We are proud of the many advisors and team members that have joined us over the past few years.

Greenspring has always embraced our fiduciary role, and that will never change. We believe that the only way a financial advisor can offer independent, objective advice is if they are accountable and compensated by only one party: the client.

Our clients have grown to include individuals, companies and non-profit organizations where the common thread continues to be the objective, trusted advice they rely on us to provide. That independent advice, combined with the fact that we have served in a fiduciary capacity to our clients since Day 1, led us to realize that while we continue to improve every aspect of our business, a small but necessary adjustment was needed in the way we tell our story.

By changing our name to Greenspring Advisors, we feel as though we’re simply acknowledging the role we’ve always hoped to earn, and continue to prove ourselves worthy of each and every day – that of a trusted advisor to every single one of our clients.

Thank you for your continued trust, support, and commitment to our firm.