About Our Firm

Seeking the most successful path to the preservation, distribution, and transfer of wealth

Brandywine Oak Private Wealth

Brandywine Oak Private Wealth is a registered independent advisory firm dedicated to helping wealthy families plan and manage all aspects of their finances and investments.

We work with successful wealthy families who have created significant wealth through years of hard work and sacrifice. Although they have proven successful in their respective businesses, they generally lack the time, resources, or desire to dedicate towards their family’s finances. These families are looking to outsource the organization of their financial lives to a trusted and capable firm that has a proven track record of professional excellence. They turn to us, seeking a simplified approach to solving the complexities of their financial situation.

Our objective is to provide peace of mind by mitigating or eliminating the financial challenges that can distract families from enjoying what matters most to them. We use a disciplined process that is goal-oriented and planning-driven to help them maximize the benefits of their wealth.

Brandywine Oak is part of the Dynasty Financial Partners network, one of the industry’s pre-eminent advisor platforms. Through Dynasty, Brandywine Oak has access to a full array of investment research, consulting, and proprietary analytical tools, which supports our comprehensive approach to creating integrated solutions to address your every financial need.

On Decisions That Matter

The Brandywine Valley represents an important life-decision to many of our clients, who have been raised amongst the subtle beauty of our Pennsylvania and Delaware countryside.

This region is just as important to the Brandywine Oak team, as all eight partners live in and around the Brandywine Valley. In fact, we chose the name because of the historical heritage of the area and our commitment to the local community. Our headquarters will be in Kennett Square, Pennsylvania, just minutes from Longwood Gardens and the Brandywine Battlefield Historic Site.

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.

The biggest void for families in investment advice is being intentional around their finances. The conversation in our view has to be around cash flow and lifestyle rather than short-term performance and markets commentary.

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.