Tred Avon Family Wealth is a financial planning firm based in Easton, MD, specializing in providing comprehensive and tailored services to high net worth clients. Led by President Elizabeth Spurry, a Certified Financial Planner and Certified Trust and Financial Advisor, the firm offers a range of services including retirement planning, wealth transfer, philanthropy, and family business consulting.
With a focus on stewardship, Tred Avon Family Wealth assists clients in creating and executing strategies to address the unique challenges faced by wealthy families, ensuring a clear path for future generations. Their team of experienced professionals works closely with clients and their trusted advisors to provide customized support and guidance, aiming to deliver financial peace of mind and long-term success.
Generated from the website