Greenstream

By: Greenspring Advisors
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  • Summary

  • A podcast specifically focused on helping every person live their ideal life by helping them make better decisions around their finances, relationships, and life.
    Copyright 2025 All rights reserved.
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Episodes
  • Why is Greenspring Different?

    Why is Greenspring Different?
    Jan 24 2025

    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.

    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.
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    48 mins

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