Welcome to Greenspring Wealth Management!

Greenspring Wealth Management is a fee-only financial planning and private money management firm located in Towson, Maryland. Our Private Client Group primarily works with individuals and families with a net worth of $2 million and above who engage us to provide Financial Planning and comprehensive Wealth Management Services.  Our Institutional Services Group provides Independent Fiduciary Services to retirement plan trustees who generally oversee plan assets between $5 million and $100 million.

Deciding who to work with is an important first step in planning to meet your long-term financial goals. It is important to select a firm that is trustworthy, competent, and that demonstrates a genuine understanding and concern for what matters most to you and your family.  You should also only work with a Fiduciary who is required by law to act solely in your best interest.

We encourage you to spend some time on this website learning about who we are, what we do and how we do it. We seek long-term relationships with the people who choose to engage us. Part of this process entails our getting to know one another to ensure that there is an appropriate fit.

We believe that our client relationships are our most valuable asset.  Our goal is to demonstrate this belief by what we say, but more importantly, by what we do.  In time, we hope to earn the right to serve as one of your trusted advisors.

Recent Firm Communication

May 2010- Please click here to view the A Greek Tragedy? webinar discussing Greenspring's perspectives on Europe's current economic issues

February 2010- Please click here to view the 2010 Investment Outlook webinar

January 2009 - Please click here to view the Year in Review- What happened and where are we going? webinar

September 2008 - Please click here to listen to Greenspring's perspective on the current market environment.

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New Book By Greenspring's Joshua P. Itzoe, CFP®, AIF®

Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully, by Joshua P. Itzoe

Recent Cover Story in Maryland Investor Magazine

Cover story about the Fixing the 401(k) approach and Josh Itzoe in Maryland Investor Magazine

Recent Publications

The Lost Decade, by J. Patrick Collins

Getting Back to Basics: An Overview of Fiduciary Responsibility Under ERISA, by Joshua P. Itzoe and Matthew D. Hutcheson*

$450,000 Per Participant...The Value of an Independent Fiduciary, by Joshua P. Itzoe and Matthew D. Hutcheson

*Reproduced with permission from Benefits & Compensation Digest, Volume 45, Number 8, August 2008, pages 16-21, published by the International Foundation of Employee Benefit Plans (www.ifebp.org), Brookfield, Wis. Statements or opinions expressed in this article are those of the authors and do not necessarily represent the views or positions of the International Foundation, its officers, directors, or staff. No further transmission or electronic distribution of this material is permitted. All rights reserved.