Testimonials

“The Brandywine Oak team has given us peace of mind above all else. While guiding us through our estate planning, they’ve built our trust and prepared us for life in retirement. We truly enjoy our interactions with this team of experts and are beyond satisfied with their level of care and service. We love that they help our adult children by answering their questions and guiding them in their early career years. Brandywine Oak consistently proves how much they truly value family. Cathy & John”

“We have been with Brandywine Oak Private Wealth for over 20 years, and the most important thing I can say about our experience is that we have financial peace! We do not worry about "financial noise" any longer. They provide easy to understand information and offer assistance in many areas of financial management. Quite simply, we trust them with our financial future.”

“I have been a client for 12 years and am satisfied that the investments and services offered have been well worth the reasonable fees. They are experienced and responsive to the financial needs of my family, especially with regard diversification of the portfolio and long-term planning for maximum retention of investment income. I strongly recommend them as fiduciary advisors.”

“My husband and I have been working with the team at Brandywine Oak for approximately 8 years and they have exceeded our expectations. We had been saving and largely using our banks investment service, which could not hold a candle to Brandywine Oak. They are very thorough, looking holistically our assets, from larger retirement and cash investments, to smaller assets like our HSA. They listen to our concerns and goals and align our strategy to fit those goals. We meet several times a year with Mark, our advisor, and it is clear he has really combed through our accounts and raises any upcoming concerns and any steps we need to make. For example, even though we do our own taxes, he always has us send a copy in before we submit and he found a significant error. As my husband and i are just hitting retirement, they have been so great running scenarios, helping us understand big investments we are considering, and even helping my husband who is struggling to move from save to spend mode, on how to make that mental switch. I would recommend, and have, Brandywine Oak to my closest friends and family.”

“Brandywine Oak has been our financial advisor for over 3 years, and we have been extremely satisfied with their level of service and attentiveness. Their comprehensive approach has proven invaluable by advising on Roth conversions, tax strategies, second home acquisition, estate planning, charitable giving, HELOC safety net, and consolidation/management of assets. The Brandywine Oak family including our direct management team of Brittany, Dionna, and Morgan have been instrumental in providing us with everything we have needed in a timely manner.”

“We have been with Brandywine Oak since it was founded and worked with many of the employees prior to that. We are most impressed with their knowledge, expertise, responsiveness and individualized attention. They regularly provide learning opportunities on relevant topics with guest speakers via Zoom or in person which are insightful and helpful.”

“We have been client with Brandywine Oak for many years and our experiences with them is superb. They provide advice in timely fashion on investment, tax planning, retirement, and legacy planning. Brandywine oak has on going seminars on various useful topics, which we found very informative. The team is very easy to talk to and is very responsive especially we have been in touch with Michael Hanley, Alison Dorsman,Brittany Kalsky and Dionne Poluch. All team members are extremely knowledgeable and provide excellent advice. They have received many awards in their field. We highly recommend any one wants help in their services.”

“I have been a wealth management and tax client at Brandywine Oak for 14 years, after being a client for years at both Merrill and Schwab. Brandywine Oak’s team of Alison and Michael have been very effective at helping me map out a strong financial plan with wise tax strategies, and avoid risky investments. I retired 3 years ago and they helped me plan before, during and after, including how to establish an effective trust plan to ensure my four twenty-something adult kids are covered. Definitely recommend this team for wealth and tax management!”

“Our family has worked with Brandywine and its founders for nearly 30 years. When Steve, Michael and Alison spoke to us about their idea and the reasoning behind their decision to leave Merrill Lynch, we were skeptical. After listening carefully to their rationale and objectives for the new Company, we agreed to join them and to be honest, have never looked back. The reasons were and are still simple: we trust them, we follow their advice and as result, we have made money and continued to grow our asset base. Their people are first rate…. Smart, helpful and good listeners and all this with superb follow-up. Quite simply, they are people you can work with. They now serve one of our 2 married daughters and 3 of our 4 married granddaughters… so it’s a real family affair! Picking someone to help with some of the most important decisions a family will ever make is not easy. Having a partner you can trust is crucial. That is why we chose Steve, Michael and Alison. John & Lynda Hodgson”