Greenspring Advisors

Retirement Plan Advisor

Towson, MD

About Greenspring Advisors

<p>Founded in 2004, Greenspring Advisors is a fee-only registered investment advisor (RIA) that works with retirement plan fiduciaries alongside private investors and nonprofits such as foundations and endowments. The firm does not take commissions from third parties and acts as a fiduciary.</p> <p>Headquartered in Towson in the Baltimore metro area, Greenspring has additional offices in Paramus (North Jersey), New York City, and Lancaster in south-central Pennsylvania. With 58 employees, the team supports clients across the Mid-Atlantic and the New York metro region.</p> <p>For employer plans, Greenspring provides formal fiduciary support as both a 3(21) investment fiduciary and a 3(38) investment manager. Plan sponsors often use the firm for 401(k) investment oversight, ERISA-related support, financial wellness programs, and investment planning.</p> <p>One differentiator is the firm’s fee-only model paired with hands-on fiduciary roles (3(21) and 3(38)), which gives plan committees a clear structure for delegating investment responsibilities.</p> <ul> <li>Fee-only RIA; no third-party commissions</li> <li>Retirement plan fiduciary services: 3(21) and 3(38)</li> <li>401(k) investment oversight and plan management support</li> <li>ERISA compliance support and financial wellness programs</li> <li>Financial planning and wealth management for individuals and nonprofits</li> </ul>

Website: https://greenspringadvisors.com/

Founded: 2004

Employees: 58

Office Locations

  • Towson, MD (Headquarters)
  • Paramus, NJ
  • New York, NY
  • Lancaster, PA

Accreditations & Certifications

  • CFP®

Services Offered

  • 3(21) Investment Advisor
  • 3(38) Investment Manager

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
AARP EMPLOYEES' PENSION PLAN AARP, DC $1.6B 2,180
WILLSCOT 401(K) PLAN WILLIAMS SCOTSMAN, INC., AZ $285M 4,188
THE 401(K) PLAN PENTEGRA SERVICES, INC, NY $192M 9,164
FINTHRIVE 401(K) PLAN FINTHRIVE, TX $184M 1,488
PROGENY SYSTEMS, LLC 401(K) PLAN GENERAL DYNAMICS CORPORATION, VA $161M 603
401(k) Retirement Plan Healthcare Sponsor, VA $135M 1,560
401(k) Retirement Plan Manufacturing Sponsor, GA $124M 1,634
401(k) Retirement Plan Professional Services Sponsor, MD $116M 208
401(k) Retirement Plan Technology Sponsor, TX $98M 927

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Team Members

  • Justin Brown, Director of Investments, CFA®
  • Alexander Buchholz, Investment Associate, MBA, AAMS®
  • Mickey Bueno, Financial Advisor
  • Angela Carne, Senior Private Client Service Specialist
  • Jacob Carson, Institutional Client Service Specialist, AIF®
  • Brant Cavagnaro, Partner & Senior Financial Advisor, CFA, CFP®, ECA
  • Matthew R Cellini, Partner & Practice Lead, AIF®
  • Amber Cofield, Investment Operations Associate
  • J Patrick Collins Jr, Partner & CEO, CFP®, EA
  • Tim Daly, Senior Analyst, CPA, CFP®

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