Why Greenspring?

Pat Collins, CFP®, EA, and Marcus Schafer, CFP®, MBA, explore what sets Greenspring Advisors apart in the world of wealth management. In this episode, we’ll dive into our firm’s mission and vision, exploring how this guides our client-first approach and shapes our core values. We'll also discuss the importance of being an independent financial advisory firm, fostering an ownership mentality among employees, and how this combination leads to a unique and personalized client experience. Stay tuned as we unpack how these values drive long-term success and financial security for their clients, community, and team members. 00:00 Introduction – The three ways to make a living. 02:22 Greenspring’s Mission – Our goal to help a million people live their ideal life and the progress we’ve made. 04:55 Client Caps – Why we limit the number of clients per advisor to ensure exceptional service. 11:55 Fiduciary Duty – The importance of always acting in our clients' best interest and why it is crazy most of the industry doesn’t agree with us. 18:22 Fee Only – Why we are a fee-only firm and the risks of commission-based compensation. 21:28 Independent, Yet Unified – How being 100% employee-owned allows us to prioritize client success over corporate profits while maintaining a unified approach that ensures consistent, high-quality advice. 27:08 Breadth of Services – How we, as a boutique firm, can leverage our independence to offer a similar range of services as household names. 32:00 Fostering an Ownership Mentality – How opportunities for ownership drives excellence and accountability within all levels of Greenspring. 37:48 Core Values that Drive the Firm – The 5 guiding principles that shape our culture, decisions, and client experience. 44:56 Why We’ve Grown – Why staying true to our values and fiduciary commitment has fueled our client’s growth, which has fueled our growth. Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results. Visit our website: https://greenspringadvisors.com/ Connect with us on Linkedin:   / greenspring-advisors   Like us on Facebook:   / greenspringadvisors   Follow us on Instagram:   / greenspringadvisors