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Tony Spano

Tony is passionate about seeing families and organizations preserve, protect and grow their wealth.

Tony works closely with business owners and high net worth individuals to develop and implement financial plans. In addition, he works with not-for-profit organizations, helping to create and execute long-term reserve strategies and employee benefit plans. His areas of specialty include asset management, investment management, retirement planning and financial planning. His clients include a variety of high-net-worth individuals, trusts, qualified retirement plans and businesses.

When he is not assisting clients and leading teams, Tony can be found at the pool watching a swim meet or coaching his three children’s baseball and basketball teams.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS 

  • CFP®
  • Accredited Investment Fiduciary®

EDUCATION

  • Bachelor of Business Administration, Finance, University of Delaware
See Tony ‘s Office
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