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Articles by: Joshua P. Itzoe, CFP®, AIF®

Greenspring Adds Experienced 401k Advisor Team

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Greenspring, one of the nation’s leading independent wealth management and retirement plan advisory firms, announced today that Greg Hobson, CFP®, AIF® and Reiley Crosby have joined the firm as members of the Institutional Client Group. They will both be focused …

03/21/2017


Jeff Bernfeld Earns CFP® Designation

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January 4, 2017 – Greenspring is proud to announce that Jeff Bernfeld, CFP®, MBA, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with …

01/04/2017


Greenspring’s Perspectives on the 2016 Election

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Please find Greenspring's perspectives on the 2016 Presidential Election by clicking here.

11/09/2016


2017 IRS Indexed Qualified Plan Limits

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The IRS recently released indexed dollar limits to qualified retirement plans for 2017.

10/28/2016


Greenspring’s Itzoe Named to 2016 Financial Times 401 Top Retirement Plan Advisers

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October 27, 2016 – Greenspring is pleased to announce that Joshua P. Itzoe, CFP®, AIF® has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who …

10/27/2016


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