Helping Families Navigate
Significant Wealth

A focus on the intersection between what matters and what we can control

We feel the more a family plans, the more the family will keep. In our experience it is far better to prepare than it is to repair.

Investments are generally a matter of opinion around what the market may or may not do. Taxes are a matter of fact; not a tip from some stockbroker.

Successful investing is singles and doubles, not home runs. Wealthy families hire our firm to manage their wealth responsibly and not swing for the fences.


An Exciting Update from Brandywine Oak

2023 Best in State Wealth Advisors
2023 USA Today Financial Advisory Firms
2023 Barrons Top Financial Advisors
2023 Forbes Top Women Wealth Advisors
2022 Barrons Independent Advisors
2022 Barrons Financial Advisors
2022 Forbes RIA Firms
2022 Forbes Top Women Wealth Advisors
2022 Forbes Next Gen Wealth Advisors
2022 Forbes Best In State
2021 Barrons Top 1200
2021 Next Gen Wealth Advisors
Forbes 2021 Best in State
2021 Barrons Independent Advisors
Forbes 2021 Top Women
Barrons Top 1200 Advisors
Forbes 2020 Best In State
Forbes Top Women Advisors 2020
Forbes Top Next Gen Wealth Advisors 2020