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What is relationship-based financial planning?
Preserving, building and enjoying wealth requires a plan — but not just any plan. Your goals and priorities aren’t like anyone else’s. That’s why, at Greenspring, we practice relationship-based financial planning. Clients, not products, come first. The road from ‘present wealth’ to ‘possibility’ begins and ends with your needs and goals. We customize your financial plan to create a unique, comprehensive roadmap to financial security and freedom, however you define it. Unlike larger firms that offer pre-built portfolios or push proprietary products that earn them additional fees, we collaborate with our clients to develop long-term relationships and strategic solutions for wealth management.
Your Greenspring advisor can help inform and help navigate all the crossroads you’ll face in your life, whether you want to:
- Partner with an advisory firm who can act as your Personal CFO;
- Manage and coordinate your investments to align with a long-term plan;
- Minimize your tax burden;
- Find balance between enjoying wealth now and having it serve you in the future;
- Create smart solutions for passing along your wealthand creating a legacy;
- See the big picture so you can anticipate milestones and plan deliberately to meet them.
Why Greenspring Advisors?
We hire only experts from the top of our fields who share our beliefs that putting the client’s interest first produces better outcomes across the board. Because our specialty is providing bespoke service in a client-focused culture, you’ll work alongside your own specialized team to build collaborative solutions. Our team has a passion for helping others reach their dreams and can help you start today. Greenspring Advisors has been recognized locally and nationally for our approach and commitment to excellence in financial planning and wealth management.
What Can Greenspring Advisors Do for Me?
A well-rounded financial life, like a well-rounded life, consists of many interdependent components. Greenspring Advisors’ team includes in-house specialists from multiple areas disciplines who work together as a financial concierge team. Working with you and for you, we’ll seamlessly assemble a multi-faceted and robust financial plan that takes stock of all facets of your life goals, and has built-in accountability and transparency.
Unlike some firms, our services don’t stop there. We’ll help execute those plans and measure the progress you’re making. To ensure your plan keeps meeting your goals and continues to leverage the latest available resources, our experts will provide ongoing professional guidance and oversight. We’re in this for the long haul. Our team of credentialed, educated, experienced and action-oriented advisors are dedicated to putting your plan into action.