Schedule a time to speak with a member of our advisory team.
Our advisory team safeguards your business and empowers your employees. Clarity creates confidence.
We understand first-hand the importance and the weight in responsibility it is caring for those who trust and depend on you. We also understand offering a first-class retirement plan to your employees while navigating the ever-evolving fiduciary landscape can be difficult and complicated.
That’s why you need experts dedicated to freeing you from the complexity and risks of administering a retirement plan on your own. We serve as your consultative partner by offering you a team of credentialed and dedicated top advisors. We couple our consultative approach with industry-leading technology and methodologies that provide you with, not only a top-notch plan, but a robust employee engagement experience.
How we help your company
Strategic Plan Management & Fiduciary Support
Investment Selection & Monitoring
Fee Analysis, Benchmarking & Negotiation
Vendor Management, Search & Selection
Plan Design Consulting & Implementation
How we help your employees
Coaching & Advice from a CFP®
Quantitative Risk Measurement & Alignment
Retirement Probability Analysis
Monthly Communication & Quarterly Check-Ins
Pre-Retirement Financial Planning Curriculum
Corporate Retirement Plan Management
At Greenspring we pride ourselves in working closely with companies and their fiduciaries to develop corporate retirement plans that are simple to understand and easy to deploy. We want companies and employees to have the best plans at their fingertips.
Employee Financial Wellness
There is a direct connection between the health of your business and the health and well-being of your employees. When your employees are feeling financially stressed their personal lives and productivity at work is negatively impacted. Greenspring provides a personalized support solution for your employees to help them understand their finances, make smart decisions, and place them on a path to financial peace of mind.
Greenspring Advisors is an Award-Winning Retirement Plan Advisor
Need a firm to manage your businesses' retirement portfolio? Submit your RFP to Greenspring Advisors.
Corporate Retirement Plan Consulting Team
Aaron Bayne, MA, APMA™, AAMS®
Alexander Buchholz, MBA, AAMS®
Jacob Carson
Matthew R. Cellini, AIF®
J. Patrick Collins Jr., CFP®, EA
Casey Crawford, CRPS™, AIF®
Reiley Crosby, CRPS™, AIF®
Rebecca Davis
Amir Dreams, CFP®
Lydia Funk
Max Herbkersman
Gregory Hobson, CFP®, AIF®
Zack Hubbard, CFP®
Christian Stanley, CRPS™, AIF®, NQPC™
Ryan Stark, CFP®
Laura Stoner
Monyai Stukes
Holly Turner, CRPS™, AIF®
Corporate Retirement Insights
The 2024 PLANADVISER Top Retirement Plan Advisers recognition recognizes the top retirement plan advisers in the industry based on quantitative measures from the year prior. To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following categories: meaning, 91% – 100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients. As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition.
The 2024 NAPA Top DC Advisor Teams: Nominees had to be individual advisor team/offices with a defined contribution book of business, in a single physical location totaling at more than $100 million in AUA, based on self-reported assets under advisement as of Dec. 31, 2023. The accolade is based on the previous calendar year’s numbers but was too unwieldy and confusing to tag it as such. The National Association of Plan Advisors has updated the title to reflect the year in which it’s released even though it is still based on last year’s numbers. Hence you will not find a list titled “2023” in the archives. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Greenspring Advisors and our advisors did not pay to be considered for this award; however, Greenspring Advisors does have a paid membership with the National Association of Plan Advisors.
The 2023 PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice. To be included in this year’s list, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more, as of year-end 2022. After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following categories: have 150 or more 401(k) plan clients; have 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients; are female; or are younger than 40 years of age. As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition. Matt Cellini, AIF® and Greg Hobson CFP®, AIF® from Greenspring Advisors, LLC, were both recognized as 2023 PLANADVISER Top Retirement Plan Advisers based on Total Retirement Plan Assets Under Advisement. Matt also was recognized based on Total Retirement Plans under Advisement and Under 40.