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Mary Rice Goetz

Greenspring Advisors, LLC

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About Mary Rice Goetz

Mary Goetz is a financial advisor with Greenspring Advisors, LLC in Towson, MD. Mary has been in the industry since 1996. Mary has a Series 7, Series 63, and Series 65 license and is a Certified Financial Planner. Mary has experience with individuals, families, charitable organizations, corporations, and pension plans. Mary is also experienced in financial planning, investment consulting, and selection of other advisors.

Firm Information

Mary Goetz is currently registered with Greenspring Advisors, LLC. Greenspring Advisors, LLC is an investment advisor based in Towson, MD. The firm manages approximately $1 billion to $10 billion in assets for clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers financial planning, pension consulting, and investment consulting and educational services.
Greenspring Advisors, LLC

ONE WEST PENNSYLVANIA AVENUE

TOWSON, MD 21204

$6.90B

Assets Under Management

59

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting and educational services

Investment consulting and educational services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mary Goetz’s Registration & Firm History

MD

04/05/2024 - Present

Greenspring Advisors, LLC (TOWSON MD)

NY

06/14/1999 - 03/20/2002

DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)

MD

09/01/1997 - 06/14/1999

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

NA

10/30/1996 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

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Licenses & Designations

IA

Issued 08/22/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary Rice Goetz.
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