Greenspring Advisors, LLC

Greenspring Advisors provides investment advisory and financial planning services to individuals (including high-net-worth clients), trusts, estates, non-profit organizations, corporations, and retirement plan sponsors and participants. Its offerings include discretionary and non-discretionary private money management, comprehensive wealth management, financial planning, institutional investment consulting, and retirement plan consulting.

The firm applies fundamental, quantitative, and qualitative analysis within an asset-allocation framework, conducts mutual fund share-class reviews, and may use third‑party money managers as part of portfolio construction. Greenspring manages accounts on both discretionary and non-discretionary bases and operates retirement-plan programs — including a pooled employer plan (The (k)larity Plan™) that combines ERISA 3(38) plan-level services with participant education, a web platform, and in-person advice.

The brochure discloses recent ownership and structural changes — including a merger with Wealthstream Advisors, Inc., the formation of GreenspringEquity Holdings, LLC, and ownership stakes held by GreenspringWealth Management, Inc. and Wealthstream Holdings — reflecting affiliations with other professional-service entities and an accounting-affiliated owner, a relationship that is uncommon among multi-team firms. The firm also highlights its employee-led charitable grant program and a defined suite of retirement fiduciary services, which together distinguish its institutional retirement capabilities and community-engagement practices.