Discover the Brandywine Oak Difference: Our Firm's Mission and Values
Brandywine Oak Private Wealth was founded with a clear mission: provide personalized Family Wealth Plans to successful families who often lack the time, resources, and desire to manage their wealth effectively.
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Our mission
Personalized Family Wealth Plans for Successful Families
We recognize the burden that significant wealth can place on families, which is why our focus is to help you reduce the financial anxiety that money and all its uncertainties bring.
As an independent firm, we strive to mitigate and eliminate the financial blind spots that can distract you from enjoying what matters most to you and your family. Our approach aims to provide clarity and confidence in your financial decisions, helping to align your wealth with your objectives and fostering financial stability and fulfillment.
Who we are
Our Team of Credentialed Professionals
With our experienced team, including seven CFP® professionals and two CPAs, we deliver private wealth management and objective tailored advice to each client’s unique needs. As an independent private wealth management firm, we have a fiduciary duty to act in your best interests, always. Our dedication to building long-term relationships and our commitment to client success has made us a trusted partner for many families, helping them navigate their financial journeys with confidence and ease.
Get StartedOur Private Wealth Team
Get to know our team
At Brandywine Oak Private Wealth, we believe in delivering personalized private wealth management services with a human touch. Select a team member to learn more about them.
Transparent pricing
How We Get Paid
We charge a simple, transparent fee based on the assets we oversee on your behalf. This approach aligns the interests of our advisors with those of our clients. We succeed when you succeed.
| Household Assets | Annual % Advisory Fee |
|---|---|
| First $1,000,000 | 1.50% |
| Next $2,000,000 | 1.00% |
| Next $7,000,000 | 0.75% |
| $10,000,000+ | 0.50% |
Frequently asked questions
Answers before you even have to ask.
Considering whether Brandywine Oak is the right fit for your family? These are the questions we hear most often. If yours isn’t answered here, we’re a phone call away at (484) 785 0050.
Get StartedWe primarily work with individuals and families with $3 million or more in investable liquid assets who value expert financial planning guidance and a collaborative, tax-aware approach to wealth management.
“We feel the more a family plans, the more the family will keep after taxes. In our experience, it is far better to prepare than it is to repair.”
Michael Henley | Founder & Chief Executive Officer (CEO)
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