It's an exciting day for Greenspring! Join us in welcoming our newest team member and Director of Growth, Marcus Schafer, CFP®! Congratulations on your first day with the team, Marcus!
Greenspring Advisors
Financial Services
Towson, Maryland 2,096 followers
Corporate Retirement | Wealth Management
About us
Founded in 2004, Greenspring Advisors has been recognized as one of the country’s fastest-growing registered investment advisors (RIAs) and was formed to provide objective, independent advice to private investors and institutional clients. The firm provides comprehensive financial planning and investment advisory services to high-net worth individuals and has been recognized as one of the industry's top retirement plan advisors, assisting publicly-traded, privately held and non-profit clients on all aspects of their corporate retirement plans including fiduciary governance, investments, fees, plan design, provider management, and participant education and advice. Greenspring Advisors currently advises clients on more than $6 billion in assets. For disclosure information please see: https://greenspringadvisors.com/about/social-media-disclosures/
- Website
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http://www.greenspringadvisors.com
External link for Greenspring Advisors
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Towson, Maryland
- Type
- Privately Held
- Founded
- 2004
- Specialties
- fee-only financial planning, retirement plan consulting, comprehensive financial planning, fiduciary consulting, discretionary investment advisory services, institutional investment consulting, 401(k) advice, and 401(k) consulting
Locations
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Primary
1 W Pennsylvania Ave
Suite 500
Towson, Maryland 21204, US
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650 From Rd
Paramus, New Jersey 07652, US
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570 Lausch Ln
Suite 100
Lancaster, Pennsylvania 17601, US
Employees at Greenspring Advisors
Updates
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20 years of operation with the best CEO we could ask for at Greenspring! Congratulations to our very own, Patrick Collins, for 20 years of service in the financial industry and more specifically leading Greenspring Advisors! To learn more about Pat, visit his Meet The Team page here: https://bit.ly/3Bm3nN2
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We don't know where we would be without you both! Congratulations on two years with our team and thank you. Check out Alexander Buchholz, MBA, AAMS® and Max Herbkersman on their individual Meet the Team pages here: https://bit.ly/3XNx6Yt https://bit.ly/4cMpWb4
Max Herbkersman - Financial Planner - Greenspring Advisors
https://greenspringadvisors.com
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Greenspring’s Women & Wealth group wanted to know: What is the secret to unlocking the potential in ourselves and others? To get some answers, we turned to organizational psychologist, Adam Grant, and discussed key themes of his recent book “Hidden Potential: The Science of Achieving Greater Things.” Read more in Molly Goetz's latest blog: https://bit.ly/3TJsPCC
How Will You Show Up? - Greenspring Advisors
https://greenspringadvisors.com
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This Q3 Newsletter is packed with vital updates for plan sponsors and workplace retirement plans. Dive into the benefits of in-plan retirement income solutions, stay informed with crucial Washington regulatory updates, and prepare for the SECURE 2.0 provisions coming in 2025. Ready to enhance your retirement plan? Let's discuss! #HR #HumanResources #Maryland
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My- how time flies fast! Join us in celebrating Kristina Groff, CFP®'s two year work anniversary with Greenspring. Check out Kristina on her Meet the Team page here: https://bit.ly/3RQrDfE
Kristina Groff, CFP® - Sr Financial Advisor - Greenspring Advisors
https://greenspringadvisors.com
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Happy work anniversary, Amir Dreams, CFP®! What a great first year with our team! Meet Amir here: https://bit.ly/3Twq6w0
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Ready for the SECURE 2.0 2025 changes? By starting early, plan sponsors can more smoothly adapt to enrollment requirements, super catch-up contributions, and more. Navigate the future with confidence with a comprehensive overview of the upcoming changes. #SECUREAct #401k #HumanResources #Maryland https://lnkd.in/eg3AcM2x
SECURE 2.0 Update: Looking Ahead - Greenspring Advisors
https://greenspringadvisors.com
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It's officially Daniel Mong, CFP®'s luckiest year with us! Join us in thanking Dan for dedicating 7 years with us at Greenspring. If you want to learn more about Dan, check him out on his Meet the Team page here: https://bit.ly/3VNCAjl
Daniel Mong, CFP® - Senior Financial Advisor
https://greenspringadvisors.com
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We're hiring! If you, or someone you know, is looking to join a dynamic team, our Towson office is looking for an Accounting & Office Manager! Learn more: https://lnkd.in/ecptMq7A