Lancaster, PA Office

Team
Updated today
Greenspring Advisors, LLC logo

Greenspring Advisors, LLC

Multi-team

Firm-wide stats for Greenspring Advisors, LLC

Total advisors

44

Across 5 offices

Clients per advisor

39 Low

Avg AUM per client

$2,556,242 Very High

HNW client ratio

66% Very High

About

Greenspring Advisors provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, non‑profit organizations, and employer‑sponsored retirement plans. Its offerings include discretionary and non‑discretionary portfolio management, comprehensive wealth planning, standalone financial plans, and institutional retirement plan consulting.

The firm’s investment work draws on fundamental, quantitative, and qualitative analysis with an asset‑allocation emphasis and may incorporate third‑party money managers and mutual fund share‑class selection as appropriate to client objectives; client accounts are reviewed regularly, typically at least quarterly. Greenspring normally recommends custodians such as Fidelity or Schwab, discloses that it generally does not aggregate client trades into block executions, and provides administrative handling for non‑model or concentrated positions.

Noteworthy aspects include operation of a pooled employer plan (the (k)larity Plan) and participant‑focused retirement services—such as in‑person advice, a CFP® hotline, educational content, and the proprietary (k)larity @ Work platform—together with material assets reported under advisement for retirement clients. The firm is owned by multiple affiliated holding entities and numerous principals, maintains an employee grant program for community giving, and recently disclosed it may enter written arrangements with third‑party promoters for referrals.

Based on Greenspring Advisors, LLC

Expertise

General retirement planning Retirement plans for business owners (SEP, solo 401k)

Based on Greenspring Advisors, LLC

Occupation focus

Founder/Business Owner Retired

Based on Greenspring Advisors, LLC

Demographic focus

Approaching retirement

Based on Greenspring Advisors, LLC

Location

300 Granite Run Drive, Suite 200

Lancaster PA 17601

Advisors at this office

7

Advisors at this office

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Kristina G

CFP®, Series 66

Lancaster, PA

Greenspring Advisors, LLC

Kristina Groff is a CFP® with eight years of industry experience, currently serving at Greenspring Advisors, LLC since 2022. Her prior roles include positions at Everence Trust Company, CONCOURSE Financial Group Securities Inc, and RBC Capital Markets. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a disciplined investment process using fundamental, quantitative, and qualitative analysis and provides a notable range of fiduciary and non-fiduciary retirement plan services.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Andrew N

CFP®, Series 65

Lancaster, PA

Greenspring Advisors, LLC

Andrew Nell is a CFP® with three years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC. He previously worked at TFO Wealth Partners and has a background that includes roles outside finance, such as an independent contractor delivery driver for DoorDash. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, and employer-sponsored retirement plans. The firm’s approach combines fundamental, quantitative, and qualitative analysis with an asset-allocation emphasis and offers both discretionary and non-discretionary portfolio management.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Laura P

Series 65

Lancaster, PA

Greenspring Advisors, LLC

Laura Peace is a financial advisor with Greenspring Advisors, LLC in Lancaster, PA, holding a Series 65 designation and 16 years of industry experience. Prior to joining Greenspring Advisors, she spent 12 years at ISI Financial Group. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm’s investment approach combines fundamental, quantitative, and qualitative analysis with an asset-allocation emphasis and includes services such as discretionary portfolio management and institutional retirement plan consulting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Andrew L

Series 65

Lancaster, PA

Greenspring Advisors, LLC

Andrew Linn is a financial advisor at Greenspring Advisors, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Ernst & Young and ReFrame Wealth, LLC. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, nonprofit organizations, and retirement plans, using a multifaceted investment approach that includes fundamental, quantitative, and qualitative analysis with an asset allocation focus.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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Timothy D

Series 63, Series 65

Lancaster, PA

Greenspring Advisors, LLC

Timothy Decker is a financial advisor at Greenspring Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for 30 years at ISI Financial Group, Inc. before joining Greenspring Advisors in 2022. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis in its investment approach and provides a range of fiduciary and non-fiduciary retirement plan services.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
user avatar

Senator B

Series 65

Lancaster, PA

Greenspring Advisors, LLC

Senator Bueno is a financial advisor at Greenspring Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Greenspring, Bueno held roles in various fields including baseball scouting and corporate partnerships. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, nonprofit organizations, and employer-sponsored retirement plans. The firm’s investment approach combines fundamental, quantitative, and qualitative analysis with an asset-allocation focus, and it offers services such as portfolio management, comprehensive wealth planning, and institutional retirement plan consulting.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
user avatar

Anthony K

CFP®, Series 65

Lancaster, PA

Greenspring Advisors, LLC

Anthony Knight is a CFP® and Series 65-registered advisor with five years of industry experience. He is currently with Greenspring Advisors, LLC and previously worked at Domani Wealth, LLC, Elizabethtown College, Customers Bank, and The Hershey Company. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis in its investment approach and provides both fiduciary and non-fiduciary retirement plan services.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
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