Helping You Stay Informed
Featured News:
NEW BOOK TEACHES COMPANIES HOW TO CREATE BETTER RETIREMENT PLANS FOR EMPLOYEES
Greenspring Advisors Ranked in Top 100 Largest RIA List by Financial Advisor | Ranked #1 in Maryland
GREENSPRING ANNOUNCES MOLLY GOETZ, CFP®, CDFA® APPOINTED PARTNER
Greenspring Advisors named 2020 PLANADVISER Top 100 Retirement Plan Adviser
Greenspring Advisors’ Pat Collins Quoted in Baltimore Business Journal
GREENSPRING ADVISORS AWARDS $50,000 IN GRANTS
STANDARD PRESS RELEASE CONTACT INFORMATION: Greenspring Advisors Sarah Cunningham 443-564-4600 | Sarah.cunningham@greenspringadvisors.com RELEASE DATE: Sept 24, 2020 FOR IMMEDIATE RELEASE GREENSPRING ADVISORS AWARDS $50,000 IN GRANTS Baltimore, MD, … Continued
NEW BOOK TEACHES COMPANIES HOW TO CREATE BETTER RETIREMENT PLANS FOR EMPLOYEES
FOR IMMEDIATE RELEASE CONTACT INFORMATION: Greenspring Advisors Sarah Cunningham sarah.cunningham@greenspringadvisors.com | 443-564-4600 August 25, 2020 NEW BOOK TEACHES COMPANIES HOW TO CREATE BETTER RETIREMENT PLANS FOR EMPLOYEES The … Continued
Greenspring Advisors named to the 2020 Financial Times 300 Top 100 Registered Investment Advisers
STANDARD PRESS RELEASE
CONTACT INFORMATION:
Greenspring Advisors
Sarah Cunningham
443-564-4600
Sarah.cunningham@greenspringadvisors.com
RELEASE DATE:
August 7, 2020
FOR IMMEDIATE RELEASE
Greenspring Advisors named to the 2020 Financial Times 300 Top 100 Registered Investment Advisers
Towson, MD August 7, 2020 – Greenspring Advisors is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
The final FT 300 represents an impressive cohort of elite RIA firms, as the median AUM of this year’s group is $1.9 billion. The FT 300 Top RIAs represent 39 different states and Washington, D.C.
RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
“We greatly appreciate the recognition by Financial Times,” said Patrick Collins, Co-Founder & Managing Director at Greenspring Advisors. “It’s a testament to the commitment and the value we place on putting client needs first; and it’s this kind of industry recognition that only increases our team’s commitment to remaining steadfast in this philosophy.”
The FT 300 is one in a series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).
This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.
Greenspring Advisors, established in 2004, is one of the top five largest registered investment advisory firms in Maryland, and was built on the fiduciary principle that the client comes first. Greenspring is an independent, fee-only firm that specializes in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments; and comprehensive wealth management services and financial planning to private investors. The firm has offices in Towson, MD and in Paramus, NJ.
###
Greenspring Advisors Ranked in Top 100 Largest RIA List by Financial Advisor | Ranked #1 in Maryland
STANDARD PRESS RELEASE
CONTACT INFORMATION:
Sarah Cunningham 443-564-4600
Sarah.cunningham@greenspringadvisors.com
RELEASE DATE:
August 7, 2020
FOR IMMEDIATE RELEASE
Greenspring Advisors Ranked in Top 100 Largest RIA List by Financial Advisor | Ranked #1 in Maryland
Towson, MD August 7, 2020 – – Greenspring Advisors, an independent, fee-only Registered Investment Advisor (RIA) that serves individuals and businesses from its offices in Maryland and New Jersey, is pleased to announce they have been ranked #77 in FA’s 2020 Annual RIA Ranking. Greenspring’s percent asset growth for 2018-2019 – 33.78% – was 25th highest out of the top 100 firms, also rendering Greenspring as the #1 largest firm in the state of Maryland. Financial Advisor Magazine produces the annual listing based on a series of quantitative measures. These include year-end 2019 assets (SMM), percent growth in assets, and growth in assets per client, 2018 – 2019. “We were delighted to see Greenspring listed in FA’s Top 100 RIA List,” said Josh Itzoe, Co-Founder of Greenspring and the firm’s Chief Strategy Officer. “It’s fantastic to not only see our firm listed among other admirable and notable RIAs, but watching our growth actually continue in 2020 confirms we are focused on the right things – our clients and our people. Being a part of this list only increases our team’s commitment to our approach – which, from day one, has been the client comes first.” To learn more about Greenspring, visit www.greenspringadvisors.com.
Greenspring Advisors, established in 2004, is one of the top five largest registered investment advisory firms in Maryland, and was built on the fiduciary principle that the client comes first. Greenspring is an independent, fee-only firm that specializes in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments; and comprehensive wealth management services and financial planning to private investors. The firm has offices in Towson, MD and in Paramus, NJ.
###
GREENSPRING ANNOUNCES MOLLY GOETZ, CFP®, CDFA® APPOINTED PARTNER
STANDARD PRESS RELEASE CONTACT INFORMATION: Greenspring Advisors Sarah Cunningham 443-564-4600 Sarah.cunningham@greenspringadvisors.com RELEASE DATE: May 21, 2020 FOR IMMEDIATE RELEASE GREENSPRING ANNOUNCES MOLLY GOETZ, CFP®, CDFA® APPOINTED PARTNER Towson, MD, May … Continued
Greenspring Advisors Named a 2020 Best Places to Work for Financial Advisers by InvestmentNews
STANDARD PRESS RELEASE
CONTACT INFORMATION:
Greenspring Advisors
Sarah Cunningham
443-564-4600
Sarah.cunningham@greenspringadvisors.com
RELEASE DATE: April 28, 2020
FOR IMMEDIATE RELEASE
Greenspring Advisors Named a 2020 Best Places to Work for Financial Advisers by InvestmentNews
Towson, MD, April 28, 2020 – InvestmentNews has recognized Greenspring Advisors as a 2020 Best Places to Work for Financial Advisers.
Greenspring was chosen as one of this year’s top-75 firms based on employer and employee surveys, evaluating company culture, benefits, career paths, and more.
“We’ve always operated under the philosophy that who we are, what we believe, and how we operate sets us apart”, said Patrick Collins, Managing Director at Greenspring Advisors in Towson, MD. “Advocacy for our clients come first. Why would that be any different with our people? Our people are everything.”
Now in its third year, InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.
“We are thrilled to identify, and commend, these 75 firms that understand the importance of a strong workplace culture,” said George Moriarty, InvestmentNews chief content officer. “They are role models to the industry, in that they empower advisers to focus on delivering exceptional service to their clients.”
Greenspring is highlighted in the April 27th issue of InvestmentNews and at bestplacesforadvisers.com.
Greenspring Advisors, established in 2004, is one of the top five largest registered investment advisory firms in Maryland, and was built on the fiduciary principle that the client comes first. Greenspring is an independent, fee-only firm that specializes in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments; and comprehensive wealth management services and financial planning to private investors. The firm has offices in Towson, MD and in Paramus, NJ.
###
Greenspring Advisors named 2020 PLANADVISER Top 100 Retirement Plan Adviser
STANDARD PRESS RELEASE
CONTACT INFORMATION:
Greenspring Advisors
Josh Itzoe
443-564-4600
Josh.Itzoe@greenspringadvisors.com
RELEASE DATE: April 23, 2020
FOR IMMEDIATE RELEASE
Greenspring Advisors named 2020 PLANADVISER Top 100 Retirement Plan Advisers
Towson, MD – April 23, 2020 – Greenspring Advisors is pleased to announce it has been named a 2020 PLANADVISER Top 100 Retirement Plan Adviser. The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of individual advisers and teams that stand out in the industry based on a series of quantitative measures. These include the dollar value of qualified plan assets under administrations (AUA), as well as the number of plans under advisement.
Advisers opt in to an annual PLANADVISER Retirement Plan Adviser Survey and are then divided into categories for evaluation, defined by the number of advisers, plus support staff, in the practice. This year, Greenspring was recognized in two categories: “Small Teams with $1.7 Billion or More in Retirement Plan Assets Under Advisement” and “Small Teams with 115 Retirement Plans or More Under Advisement”.
“We are delighted to be recognized by PLANADVISER for the third time,” said Joshua P. Itzoe, a Partner at Greenspring and the firm’s Chief Strategy Officer. “It is a fantastic achievement to be honored, but more so, a testament to the leading-edge fiduciary and financial wellness solutions we provide to our corporate retirement clients and their employees. And this kind of industry recognition only increases our team’s commitment to helping companies create high-performance retirement programs that drive successful outcomes for participants.”
Greenspring was also named the 2018 PLANSPONSOR Retirement Plan Adviser of the Year – Small Team.
Greenspring Advisors, established in 2004, is one of the top five largest registered investment advisory firms in Maryland, and was built on the fiduciary principle that the client comes first. Greenspring is an independent, fee-only firm that specializes in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments; and comprehensive wealth management services and financial planning to private investors. The firm has offices in Towson, MD and in Paramus, NJ.
###
Greenspring Advisors Reports Financial Stress for Those Making Under $50k
STANDARD PRESS RELEASE CONTACT INFORMATION: Greenspring Advisors Josh Itzoe 443-564-4600 Josh.Itzoe@greenspringadvisors.com RELEASE DATE: January 23, 2020 FOR IMMEDIATE RELEASE Greenspring Reports Financial Stress for Those Making Under $50k Women and … Continued
Ben Galloway Joins Greenspring Advisors
STANDARD PRESS RELEASE CONTACT INFORMATION: Greenspring Advisors Sarah Cunningham 443-564-4600 sarah.cunningham@greenspringadvisors.com RELEASE DATE: 10/18/2019 FOR IMMEDIATE RELEASE BEN GALLOWAY JOINS GREENSPRING ADVISORS Towson, Maryland, Oct. 18, 2019 – … Continued
Greenspring Advisors’ Josh Itzoe Highlighted on ASPPA Net
A recent blog post on emerging trends in retirement plan fund menus by Josh Itzoe was recently highlighted in the Practice Management section of ASPPA Net. To read the article, … Continued
Josh Itzoe Quoted in PLANADVISER Magazine About Fiduciary Training
Greenspring’s Josh Itzoe was quoted in the March/April 2019 issue of PLANADVISER Magazine about fiduciary training best practices for retirement plan committees. The article also highlight’s Greenspring’s Fiduciary U™ online … Continued
Owen Demmerly Earns CFP® Designation
April 12, 2019 – Greenspring Advisors is proud to announce that Owen Demmerly, CFP® has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the … Continued