New York, NY 60 E. 42nd St. Suite 1120 Office

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.