Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
Alameda, CA • greenretirement.com
Towson, MD • greenspringadvisors.com
Green Retirement, Inc.
Greenspring Advisors, LLC
Key Contact(s)
Key Contact(s)
Timothy Yee 510.638.6331 • timothy@greenretirement.com Rose Yee 510.638.6331 • rose@greenretirement.com James Yee 510.638.6331 • james@greenretirement.com
Greg Hobson 443.564.4600 • greg.hobson@greenspringadvisors.com Matt Cellini 443.564.4600 • matt.cellini@greenspringadvisors.com
Firm Profile
Small: $1-$10 million, Mid: $10-$100 million
Greenspring is an independent, fee-only firm, specializing in holistic, progressive, and unbiased investment advisory services to retirement plan fiduciaries. Passion drives our efforts to put our clients’ needs first and help them navigate the complex financial journey that will result in their long-term financial wellbeing. Our team of retirement plan advisors assist, educate, and advise our clients so you truly understand the complex and ever evolving retirement plan landscape creating confidence.
Options Available
Primary Market(s) Served
Firm Profile Independent 401k, 403b, and NQDC practice focused on all things ESG and LTC!
Primary Market(s) Served
• 3rd Party Vendor Analysis Tool • Benchmarking Tools
Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
• Participant Advice/Participant Services
Options Available
• Allows Fiduciary Declaration 3(21)/3(38)
• 3rd Party Vendor Analysis Tool
• Custom Risk Based/Target Date Models
• Benchmarking Tools
• Plan Sponsor Fiduciary Training
• Participant Advice/Participant Services • Allows Fiduciary Declaration 3(21)/3(38)
Home Office Employees Supporting the Business
• Plan Sponsor Fiduciary Training
75
• Stable Value Analysis
Home Office Employees Supporting the Business 12
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