Business Details
22 Years
experience
Your Trusted Partner for Financial Advisory Services
Established in 2004, Greenspring Advisors operates as an independent, fee-only firm dedicated to providing holistic investment advisory services and comprehensive wealth management solutions. Our team prioritizes client needs through fiduciary responsibility, offering personalized financial planning, retirement strategy, and corporate retirement plan consulting. With expertise in tax minimization, estate planning, and employee financial wellness programs, we serve private investors and institutional clients across Maryland, New Jersey, and Pennsylvania. Our commitment to evidence-based strategies and client advocacy has driven consistent growth, reflecting our core values of integrity, expertise, and community impact. 
Services
Private Wealth Management
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Corporate Retirement Consulting
Employee Financial Wellness
Fiduciary Services
Portfolio Management
Philanthropic Planning
Details
- Year established: 2004
Highlights and features
- We are a fee-only fiduciary firm committed to acting in your best interests at all times.
- Our team includes Certified Financial Planners with expertise in tax, investment, and retirement strategies.
- We maintain a low client-to-advisor ratio for personalized service and relationship-driven solutions.
- We offer proprietary financial wellness programs like (k)larity@Work for employee financial education.
- Our evidence-based approach combines research-driven investment strategies with transparent reporting.
Services
Private Wealth Management
We provide tailored financial strategies for high-net-worth individuals and families, focusing on asset preservation, tax efficiency, and legacy planning. Our holistic approach integrates investment management, estate planning, and risk mitigation to align with personal goals. With a low client-to-advisor ratio, we ensure personalized guidance through life transitions like business sales or inheritance management.
Corporate Retirement Consulting
We offer fiduciary support for businesses designing retirement plans, including investment oversight, compliance, and employee education. Our services reduce employer liability while improving employee financial wellness through programs like (k)larity@Work. We specialize in 3(21) and 3(38) fiduciary roles, ensuring plans meet regulatory standards and organizational objectives.
Tax Planning
Our proactive tax minimization strategies focus on lifetime tax reduction through Roth conversions, tax-loss harvesting, and strategic asset location. We optimize after-tax wealth by leveraging charitable giving and tax-advantaged accounts, ensuring alignment with long-term financial goals while maintaining compliance with evolving tax regulations.
Investment Management
We build diversified portfolios using institutional-grade strategies tailored to client risk tolerance and goals. Our research-driven approach emphasizes cost efficiency, tax optimization, and daily portfolio oversight. We offer discretionary management services, ensuring investments align with evolving market conditions and client-specific objectives.
Estate Planning
We guide clients through estate transfer complexities, minimizing tax burdens and ensuring asset protection. Our advisors collaborate with legal professionals to create comprehensive plans for wealth distribution, charitable giving, and family legacy preservation, adapting strategies to changing personal or regulatory circumstances.
People
Drew Altemose
Analyst
Drew Altemose supports Greenspring's investment team with data analysis and portfolio management tasks. He contributes to research-driven strategies while ensuring alignment with client financial goals.
Edward Andoh
Private Client Service Specialist
Edward Andoh provides operational support for private wealth clients, ensuring seamless execution of financial plans and maintaining client communication across advisory services.
Alexander Buchholz
Investment Associate
Alexander Buchholz assists in portfolio construction and investment research, leveraging his expertise to support Greenspring's discretionary management services for institutional and private clients.
Questions
What services does Greenspring Advisors offer?
We provide private wealth management, investment advisory services, corporate retirement plan consulting, tax planning, estate planning, and employee financial wellness programs.
Are you a fiduciary financial advisor?
Yes, we serve as a fiduciary for all clients, legally obligated to act in your best interests without conflicts of interest.
How do you charge for your services?
We are a fee-only firm, charging transparent advisory fees based on assets under management or fixed fees for specific services.
Do you work with non-profit organizations?
Yes, we offer investment consulting and fiduciary governance for foundations and endowments, aligning financial strategy with organizational missions.
What areas do you serve?
We operate from offices in Towson (MD), Paramus (NJ), and Lancaster (PA), serving clients nationally with local expertise.
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