Greenspring Advisors

After interning for nearly 2 years, we want to extend congratulations to Jacob Carson for completing his first full year on our team! Get to know him: https://bit.ly/3YWkIWl

Want to help your employees retire on time and maintain a healthy company culture? Our team can help enhance your retirement strategy, boost employee confidence, prevent delays, and support a productive workforce. #Maryland #HR #HumanResources

Develop a robust investment line-up for your 401(k) plan, starting with an Investment Policy Statement (IPS) that sets performance benchmarks and defines risk tolerance. Adhere to 404(c) guidelines to provide diverse and transparent options that meet participants' needs. This and so much more in this guide to help you understand your plan’s 401(k) investment menu. #401k #Investing #EmployeeBenefits

We are proud to announce that we have ranked 4th on FinancialPlanning's 2024 Best Workplaces in Money Management list! "It reflects the trust and collaboration that define our culture, allowing us to deliver value to our clients consistently," said Laura Stoner, Director of People Operations at Greenspring Advisors. Read More: https://bit.ly/3CVDW5X . . . The Financial Planning 2024 Best Workplaces in Money Management ranking was provided by Financial Planning on November 25, 2024, based on the time period of the year prior and both employer and employee surveys. Greenspring Advisors did not pay to participate. Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results.

Happy Thanksgiving from the Greenspring Team! We hope this holiday is filled with gratitude and abundance for everyone who celebrates! Our offices will be closed on Thursday, November 28th, and after 1:00 PM on Friday, November 29th.

Join us in congratulating Matt Cellini, Christian Stanley, and Reiley Crosby, CRPS®, AIF®, on their recent award, NAPA 2025 Aces: Top 100 Retirement Plan Advisors Under 40. “Achievements like this don’t happen in a vacuum — they’re a reflection of the amazing team and the thoughtful structure we’ve built here at Greenspring Advisors,” continued Stanley. “Together, we’ve created an environment that allows us to focus on what truly matters: mastering our craft and fostering meaningful relationships that bring real value to our clients and their employees. I’m grateful every day to do what I love with such a talented group of people." Read more about their achievement: https://bit.ly/3CLjbK4 . . . The NAPA 2025 Aces: Top 100 Retirement Plan Advisors Under 40 was awarded by the National Association of Plan Advisors on November 18, 2024, based on the time period of the year prior. This was awarded to Matt Cellini, Reiley Crosby, and Christian Stanley. Greenspring Advisors and our advisors did not pay to be considered for this award; however, Greenspring Advisors does have a paid membership with the National Association of Plan Advisors. Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results.

We are proud to announce that we have been listed in etf.com's Top 50 RIA Firms for 2024! You can read more about this award here: https://bit.ly/3B7dfKL . . . The Top 50 RIA Firms list was created byetf.com on November 18, 2024, based on the time period of the year prior. Greenspring Advisors did not pay to participate. Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results.

We are excited to announce that Zack Hubbard, CFP®, was named in the Best Wealth Managers & Advisors Under 40 in the USA | Rising Stars list by InvestmentNews! “I am immensely grateful that I get to wake up every morning and go to work alongside a team of individuals as dedicated and passionate about the mission as I am. I look forward to carrying our success into 2025 and beyond," said Zack. Read more: https://bit.ly/4fCwbjO . . . The InvestmentNews Best Wealth Managers & Advisors Under 40 in the USA | Rising Stars was awarded by InvestmentNews on November 20, 2024, based on the time period of the year prior. This was awarded to Zack Hubbard. Greenspring Advisors did not pay to participate. Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results.

We are honored to be recognized in the Baltimore Business Journal’s Fast 50 for 2024 as the 7th Fastest-Growing Private Company in the Greater Baltimore area by two-year companywide revenue growth. “We are thankful for our clients and colleagues and are honored to be recognized with so many iconic Baltimore companies in this area, and it fuels our desire to live out our core purpose — to help every person live their ideal life,” said Patrick Collins, Partner & CEO of Greenspring Advisors. Read more: https://bit.ly/3CDjhmU . . . The Baltimore Business Journal's Fast 50 2024: Greater Baltimore's fastest-growing private companies was awarded on 11/14/24 by the Baltimore Business Journal. This was based on the time period of the year prior, and organizations listed had to have shown consistent growth in revenue over a two-year period. Greenspring Advisors did not pay to participate. In receipt of the award at the Baltimore Business Journal's event, Greenspring Advisors sponsored a ticket for employee attendance at the event in addition to the complimentary ticket offered. Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results.

The end of the year is a crucial time to review your finances, as there are time-sensitive financial planning strategies to consider before the clock strikes midnight on December 31. We want to share an end-of-year financial checklist to help you get a head start. Read more in Jeremy Stack, CFP®'s latest blog: https://bit.ly/3Oj3KLF