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Joe Schmidt
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Associate Editor, Greenspring
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Greenspring
Greenspring Advisors is an independent, fee-only financial advisory firm that focuses on fiduciary-driven retirement plan management and wealth management services. Founded in 2004 and rebranded in 2018, the firm is headquartered in Towson, Maryland, with additional offices in Paramus, New Jersey, and Lancaster, Pennsylvania. Greenspring Advisors manages billions in assets, primarily for pension and profit-sharing plans, as well as high-net-worth individuals. The firm offers a range of services, including retirement plan advisory with fiduciary oversight, participant-level services, and a proprietary framework called (k)larity® for holistic plan management. Their wealth management services encompass comprehensive financial planning, tax optimization, estate planning, and specialized services for high-net-worth clients. Greenspring Advisors also provides fiduciary education to plan committees on compliance and responsibilities. The team is led by experienced professionals with various financial certifications and has received recognition for its excellence in retirement plan advisory.
Minneapolis, United States, , United States
+1 443-564-4600
Founded: 2004