Joshua P. Itzoe

February 13, 2012

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Morningstar & ASPPA
401(k) Advisor Leadership Award Finalist 2012

Joshua P. Itzoe, Partner & Managing Director, Greenspring Wealth Management, Inc.


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. He was recently nominated for the “Top 100 Most Influential People” in Defined Contribution survey by 401kWire.

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.

He graduated with honors from Wake Forest University and is a CERTIFIED FINANCIAL PLANNER™.  He 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.

About Greenspring Wealth Management

Founded in 2004, Greenspring is a “fee-only” wealth management and retirement plan consulting firm with offices in Towson, Md. and Athens, Ga.  Consistently ranked as one of the leading independent advisory firms in the United States, Greenspring currently advises over 150 individual and more than 40 institutional clients.

Greenspring’s Private Client Group primarily provides wealth management services to individuals and families with a net worth of $2 million and above. The Institutional Client Group provides independent retirement plan consulting services to committees for publicly-traded, privately-held, and not-for-profit organizations as well as investment consulting services to investment committees of corporations, non-profits and endowments.  Greenspring was ranked as the 7th fastest growing firm in the U.S. in 2008 and 18th fastest growing firm in 2010 by Financial Advisor magazine.

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