Greenspring Wealth Management Our Team

Joshua P. Itzoe, CFP®, AIF®

Partner & Managing Director, Institutional Client Group


CONTACT INFOPhone: 443-564-4600EmailLinkedIn Profile


Joshua P. Itzoe, CFP®, AIF® is a Partner and Managing Director of Greenspring Wealth Management’s Institutional Client Group.  An SEC-registered investment adviser, Greenspring provides independent retirement plan consulting services to publicly-traded, privately-held, and non-profit organizations throughout the country.  Itzoe is respected as an industry expert, commentator and thought leader on matters pertaining to retirement security, fiduciary responsibility and defined contribution plans.

In 2012, Itzoe was named one of three finalists in the United States for the prestigious 401(k) Advisor Leadership Award sponsored by Morningstar and The American Society of Pension Professionals & Actuaries (ASPPA). The award recognizes significant accomplishments by a leading financial advisor in the 401(k) marketplace.  He was also recently nominated for the third time for the “Top 100 Most Influential People in Defined Contribution” survey by 401kWire.

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

A frequent industry speaker, Itzoe has spoken at conferences for the American Society of Pension Professionals & Actuaries (ASPPA), Fiduciary360, the Society for Human Resource Management (SHRM) and Employee Benefit News’ Benefits Forum and Expo.

He has authored numerous whitepapers and written about fiduciary responsibility for Benefits & Compensation Digest.  He is also the author of one of the retirement industry’s most well-known books on fiduciary responsibility for defined contribution plans, Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully.

Itzoe has been quoted extensively in publications such as The Wall Street Journal, SmartMoney Magazine, Kiplinger’s Retirement Report, Wealth Manager Magazine, The Baltimore Examiner, Journal of Financial Planning, Investment Advisor, Registered Rep, PLANADVISER Magazine, Financial Advisor and National Underwriter Life and Health.

A native of Baltimore, Josh attended high school at Calvert Hall College and graduated with honors from Wake Forest University with a Bachelor of Arts degree.  He is a CERTIFIED FINANCIAL PLANNER™ and also earned the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360) which signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. While at Wake Forest, Josh was a four-year starter for the baseball team and spent several years playing professionally after graduation.

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Maryland Office
501 Fairmount Avenue
Suite 201
Towson, MD 21286
Tel: 443-564-4600
Fax: 866-591-9306
+ Map/Directions


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Recent Posts:

Greenspring’s Bernfeld Quoted on Bankrate.com

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Greenspring’s Jeff Bernfeld was recently featured in an article on www.bankrate.com regarding high-yield checking accounts.  You can read the article here: “5 Consumers Unfit For High-Yield Checking” 

 

 …

05/01/2014


A Call to Action

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I recently had the privilege of writing an opinion piece for the April issue of PLANSPONSOR Magazine.  This month’s issue is dedicated to improving participant outcomes and has some fantastic, actionable ideas for companies who truly want to make retirement …

04/24/2014


(k)larity Quotient® Featured on PLANSPONSOR.com

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Greenspring’s Josh Itzoe was recently featured in an article entitled “What’s Wrong With Plan Benchmarking” on www.plansponsor.com.  Itzoe challenged conventional wisdom when it comes to retirement plan benchmarking and explains Greenspring’s approach with the (k)larity Quotient®.  You can …

03/12/2014


The Wisdom of Warren Buffett

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At Greenspring, our investment philosophy is pretty simple.  We try to help our clients manage their investing behavior by focusing on the four simple things they can control:

  1. Being globally diversified
  2. Being disciplined 
  3. Controlling costs
  4. Minimizing taxes

Arguably the wisest …

02/25/2014


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Maryland Office
501 Fairmount Avenue
Suite 201
Towson, MD 21286
Tel: 443-564-4600
Fax: 866-591-9306
+ Map/Directions

Georgia Office
12600 Deerfield Parkway
Suite 100
Alpharetta, GA 30004
Tel: 404-692-5533
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