The latest thinking from Greenspring Advisors.

Helping You Stay Informed

October 27th 2016

Greenspring’s Itzoe Named to 2016 Financial Times 401 Top Retirement Plan Advisers

October 27, 2016 – Greenspring is pleased to announce that Joshua P. Itzoe, CFP®, AIF® has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers. The … Continued

July 26th 2016

Greenspring’s Laura Stoner a SmartCEO 2016 Brava Award Winner

July 26, 2016 – Greenspring is proud to announce that Laura Stoner was recently named a 2016 Brava Award Winner by Baltimore SmartCEO magazine.  The Brava Awards celebrate the distinguished … Continued

May 4th 2016

Molly Goetz Earns CFP® Designation

May 5, 2016 – Greenspring is proud to announce that Molly Goetz, CFP®, MBA, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the … Continued

October 1st 2015

Two Greenspring Advisors Named SmartCEO’s Top Money Manager Award Finalists

Greenspring Wealth Management's Patrick Collins and Matt Cellini were recently recognized as finalists for the 2015 Baltimore SmartCEO Money Manager Award.  The Money Manager Awards celebrate Greater Baltimore's bankers, wealth managers … Continued

October 1st 2015

Greenspring Named to Inc. 5000 Fastest Growing Companies

Inc. magazine ranked Greenspring Wealth Management number 2,992 on its 34th annual Inc. 5000, an exclusive ranking of the nation's fastest-growing private companies. The list represents the most comprehensive look at … Continued

June 15th 2015

Greenspring Named to 2015 Financial Times 300 Top Registered Investment Advisers

June 18, 2015 – Greenspring is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes … Continued

February 3rd 2015

Greenspring Announces Target Date (k)larity®

Towson, Md. – February 3, 2015- Greenspring Wealth Management, Inc., recently ranked as one of the country's Top 100 registered investment advisors (RIAs), is pleased to announce the official launch of the firm's newest … Continued

January 27th 2015

Greenspring’s Morehead Selected To Assist Couple In Money Magazine “Makeover”

Senior financial advisor, Matt Morehead, was profiled in the January 2015 edition of Money Magazine when he advised a local Baltimore couple on the best ways to handle their debt, … Continued

January 2nd 2015

Greenspring Ranked As A Top 100 Registered Investment Advisor for 2015

Towson, MD. – January 2, 2015 – Greenspring is pleased to announce that the firm was recently ranked as one of the top registered investment advisors (RIAs) in the United … Continued

May 1st 2014

Greenspring’s Bernfeld Quoted on Bankrate.com

Greenspring’s Jeff Bernfeld was recently featured in an article on www.bankrate.com regarding high-yield checking accounts.  You can read the article here: “5 Consumers Unfit For High-Yield Checking”     

March 12th 2014

(k)larity Quotient® Featured on PLANSPONSOR.com

Greenspring’s Josh Itzoe was recently featured in an article entitled “What’s Wrong With Plan Benchmarking” on www.plansponsor.com.  Itzoe challenged conventional wisdom when it comes to retirement plan benchmarking and explains Greenspring’s … Continued