Why did we eschew the conventional path of selling to a private equity-baked aggregator and choose the more challenging path of staying 100% employee-owned? We believe that a partnership model without outside ownership results in the best decisions for our clients, colleagues, and community. Join us to learn about why we came together and what we’re looking to accomplish.
www.greenspringadvisors.com
https://www.jillonmoney.com/
Chapters:
00:00 Origins – How 15 years of sharing ideas led to ultimately combining
01:50 Founding Stories – Why Greenspring and Wealthstream were built as the antithesis of the big brokerage firms
05:01 Personalize the Advice, Institutionalize the Process – Custom advice is more impactful than cookie cutter advice
07:18 Why PE Ownership Wasn’t Our Path – Our belief is that a partnership model where ownership is tied to those giving the advice, produces the best outcomes for clients
10:27 What’s Not Changing? – no one is leaving 13:00 Evidence-Based Investing – why having a philosophy matters
15:31 Our Mission – is to help everyone live their ideal life
16:45 Greenspring Leadership structure – is about management through consensus
19:16 100% Employee-Owned – spread across 23 equity partners and a goal of having 80% of employees share in ownership over the next 3-5 years
20:55 Future Growth – we plan on continuing our organic growth, which is the result of being very good at helping people
26:03 Security, Belonging, and Purpose – the three things everyone needs to live their ideal life and we’re incorporating that into the future value we add
Get to know Greenspring Advisors.
Visit our website: https://greenspringadvisors.com/
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Greenspring Advisors is a registered investment adviser and does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.