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Towson, MD Office

Team
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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

One West Pennsylvania Avenue, Suite 500

Towson MD 21204

Advisors at this office

25

Advisors at this office

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Ryan S

CFP®, Series 66

Towson, MD

Greenspring Advisors, LLC

Ryan Stark is a Certified Financial Planner® at Greenspring Advisors, LLC with 11 years of industry experience. He has worked at several firms, including LPL Financial, Complete Money Management, MCo Advisors, and AdaptFirst Investments. Greenspring Advisors offers investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and retirement plans. The firm employs a fundamental, quantitative, and qualitative approach with an emphasis on asset allocation and provides services such as portfolio management, comprehensive wealth planning, and retirement plan consulting.

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

CFA®

Towson, MD

Greenspring Advisors, LLC

George Panageotou is a CFA® charterholder with two years of industry experience. He has worked at Greenspring Advisors, LLC since 2026 and previously held positions at T. Rowe Price and Brown Advisory. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, and employer-sponsored retirement plans. The firm combines fundamental, quantitative, and qualitative analysis with an asset-allocation focus, and offers both discretionary and non-discretionary portfolio management along with comprehensive wealth planning.

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

CFP®, Series 66

Towson, MD

Greenspring Advisors, LLC

Benjamin Galloway is a CFP® professional with eight years of industry experience, currently serving at Greenspring Advisors, LLC since 2019. His prior experience includes roles at Merrill Lynch and Bank of America, as well as two years at Stryker Orthopaedics. Outside of his advisory work, he serves on the school board of Immaculate Conception School in Towson, Maryland. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering comprehensive wealth management, private money management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis with regular account reviews, and provides fiduciary and non-fiduciary retirement plan services through platforms such as The (k)larity Plan™.

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

Series 65

Towson, MD

Greenspring Advisors, LLC

Christian Stanley is a financial advisor with Greenspring Advisors, LLC in Towson, MD, holding a Series 65 designation and bringing 11 years of industry experience. He has been with Greenspring Advisors since 2015. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans, utilizing a blend of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation. The firm offers both discretionary and non-discretionary portfolio management and operates participant-focused retirement services including a proprietary platform and educational resources.

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

Series 66

Towson, MD

Greenspring Advisors, LLC

Andrew Crosby is a financial advisor at Greenspring Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Greenspring Advisors since 2017, following three years at RBC Capital Markets. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm employs fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers a range of services including discretionary portfolio management and retirement plan consulting.

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

CFP®, Series 65

Towson, MD

Greenspring Advisors, LLC

Owen Demmerly is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC since 2015. He holds the Series 65 credential and is based in Towson, MD. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm employs a blend of fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers services including portfolio management, 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

Jeffrey B

CFP®, Series 65

Towson, MD

Greenspring Advisors, LLC

Jeffrey Bernfeld is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Greenspring Advisors, LLC since 2013. 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 uses fundamental, quantitative, and qualitative analysis combined with asset-allocation and manager due diligence, and provides a notable suite of retirement services including discretionary plan-level management and participant-level advice through its (k)larity Plan™ and (k)larity @ Work™ platforms.

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

CFA®

Towson, MD

Greenspring Advisors, LLC

Justin Brown is a CFA® charterholder serving as a financial advisor at Greenspring Advisors, LLC with three years of industry experience. Prior to joining Greenspring Advisors, he worked at T. Rowe Price for four years and briefly at Legg Mason. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and retirement plans. The firm utilizes fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers both discretionary and non-discretionary portfolio management alongside comprehensive wealth planning and institutional retirement consulting.

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

Daniel M

CFP®, Series 65

Towson, MD

Greenspring Advisors, LLC

Daniel Mong is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Greenspring Advisors, LLC since 2017, following a prior role at Silberstein Insurance Group and earlier experience at Bob Bell Chevrolet. Greenspring Advisors serves a diverse client base including individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, providing 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 offers 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
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Jason D

CFP®, Series 63, Series 66

Towson, MD

Greenspring Advisors, LLC

Jason Dye is a CFP® professional with 17 years of industry experience. He currently works at Greenspring Advisors, LLC and has previously held roles at McLean Asset Management Corporation, Raymond James & Associates, Glass Jacobson Wealth Advisors, Tuttle Wealth Management, and Citigroup Global Markets. Greenspring Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm utilizes a combination of fundamental, quantitative, and qualitative analysis with an asset-allocation focus, offering discretionary and non-discretionary portfolio management alongside 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

Marcus S

CFP®, Series 63

Towson, MD

Greenspring Advisors, LLC

Marcus Schafer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC since 2024. He previously worked at Dimensional Fund Advisors for nine years. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors with private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental, quantitative, and qualitative analysis and offers a range of fiduciary and non-fiduciary retirement plan services, including unique platforms such as The (k)larity Plan™ and (k)larity @ Work™.

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

Jeremy S

CFP®, Series 63, Series 65

Towson, MD

Greenspring Advisors, LLC

Jeremy Stack is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC in Towson, MD. His prior work includes roles at Raymond James Financial Services, Rabadeau Wealth Group, and Vision Retirement, among others. He manages a family partnership involved in private real estate investments outside of his advisory work. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, non-profit organizations, and employer-sponsored retirement plans. The firm employs a combination of fundamental, quantitative, and qualitative analysis with an asset-allocation focus, incorporating third-party managers when appropriate and offering participant-focused retirement services through proprietary platforms.

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

Matthew C

Series 65

Towson, MD

Greenspring Advisors, LLC

Matthew Cellini is a Series 65-licensed financial advisor with Greenspring Advisors, LLC in Towson, MD, where he has worked since 2011. He has 13 years of industry experience. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by providing 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 offers a range of fiduciary and non-fiduciary services, including discretionary portfolio management and retirement plan solutions such as The (k)larity Plan™ pooled employer plan.

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

Mary G

CFP®, Series 63, Series 65

Towson, MD

Greenspring Advisors, LLC

Mary Goetz is a CFP® professional with 14 years of experience at Greenspring Advisors, LLC, where she has worked since 2012. She holds Series 63 and Series 65 registrations and is based in Towson, MD. 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. The firm uses a blend of fundamental, quantitative, and qualitative analysis with an asset-allocation focus and offers a range of services from portfolio management to institutional retirement plan consulting.

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

Patrick S

Series 65

Towson, MD

Greenspring Advisors, LLC

Patrick Sweeney is a financial advisor at Greenspring Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has been with Greenspring Advisors since 2020. Prior to his advisory role, he worked at Columbia Gym for ten years. 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 combines fundamental, quantitative, and qualitative analysis with rigorous due diligence and provides a range of fiduciary and non-fiduciary retirement plan services, including the (k)larity Plan™ pooled employer plan and (k)larity @ Work™ platform.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Approaching retirement
View complete list of advisors at this office
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