Greenspring Wealth Management, Inc.

Greenspring Wealth Management, Inc. (CRD# 132669) is a financial advisory firm headquartered in Towson, MD. They manage $2,054,598,787 in 1,068 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,055
    MILLION
  • Total Number of Accounts
    1,068
    ACCOUNTS
  • Average Account Value
    $1,923,782
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, GA, MD, NH, NY, PA, TX, VA

Financial Advisors at Greenspring Wealth Management, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
John P. Collins
CRD#: 4295537
501 Fairmount Avenue, Suite 102, Towson, MD 21286
96
Wealthminder
score

John Collins (CRD# 4295537) is an Investment Advisor Representative working at Greenspring Wealth Management, Inc. in Towson, MD and has over 15 years of experience in the finance industry. John Collins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James M. Donohue
CRD#: 3097317
501 Fairmount Avenue, Suite 102, Towson, MD 21286
93
Wealthminder
score

James Donohue (CRD# 3097317) is an Investment Advisor Representative working at Greenspring Wealth Management, Inc. in Towson, MD and has over 13 years of experience in the finance industry.

3
Mary R. Goetz
CRD#: 2680481
501 Fairmount Avenue, Suite 102, Towson, MD 21286
93
Wealthminder
score

Mary Goetz (CRD# 2680481) is an Investment Advisor Representative working at Greenspring Wealth Management, Inc. in Towson, MD and has over 16 years of experience in the finance industry.

4
Joshua P. Itzoe
CRD#: 4764403
501 Fairmount Avenue, Suite 102, Towson, MD 21286
93
Wealthminder
score

Joshua Itzoe (CRD# 4764403) is an Investment Advisor Representative working at Greenspring Wealth Management, Inc. in Towson, MD and has over 12 years of experience in the finance industry.

5
James T. Voelkel
CRD#: 1789495
501 Fairmount Avenue, Suite 102, Towson, MD 21286
93
Wealthminder
score

James Voelkel (CRD# 1789495) is an Investment Advisor Representative working at Greenspring Wealth Management, Inc. in Towson, MD and has over 28 years of experience in the finance industry.

6
Jacob P. Asplundh
CRD#: 6053041
501 Fairmount Avenue, Suite 102, Towson, MD 21286
90
Wealthminder
score

Jacob Asplundh (CRD# 6053041) is an Investment Advisor Representative working at Greenspring Wealth Management, Inc. in Towson, MD and has over 4 years of experience in the finance industry.

7
Robert W. Bogue
CRD#: 809171
501 Fairmount Avenue, Suite 102, Towson, MD 21286
90
Wealthminder
score

Robert Bogue (CRD# 809171) is an Investment Advisor Representative working at Greenspring Wealth Management, Inc. in Towson, MD and has 1 year of experience in the finance industry.

8
Matthew R. Cellini
CRD#: 5966158
501 Fairmount Avenue, Suite 102, Towson, MD 21286
90
Wealthminder
score

Matthew Cellini (CRD# 5966158) is an Investment Advisor Representative working at Greenspring Wealth Management, Inc. in Towson, MD and has over 4 years of experience in the finance industry.

9
Jeffrey A. Bernfeld
CRD#: 6285056
501 Fairmount Avenue, Suite 102, Towson, MD 21286
89
Wealthminder
score

Jeffrey Bernfeld (CRD# 6285056) is an Investment Advisor Representative working at Greenspring Wealth Management, Inc. in Towson, MD and has over 2 years of experience in the finance industry.

10
Christian T. Stanley
CRD#: 6495951
501 Fairmount Avenue, Suite 102, Towson, MD 21286
87
Wealthminder
score

Christian Stanley (CRD# 6495951) is an Investment Advisor Representative working at Greenspring Wealth Management, Inc. in Towson, MD and has 1 year of experience in the finance industry.

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