As Co-Founder and Co-CEO of Brandywine Oak Private Wealth, Alison is a proven leader with more than fifteen years of experience in providing financial advice and guidance to highly successful wealthy families. Alison has worked alongside Michael Henley since 2014 and they have intentionally built every aspect of the firm together from the ground up. Her passion and dedication to advising families of significant wealth is driven by a highly customized multi-generational Family Wealth Plan that Alison is instrumental in creating. Alison is the key architect of the advanced ongoing year-over-year tax strategies the firm employs to ensure families are not overpaying their taxes. Alison holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the CFP® Board of Standards and the Chartered Retirement Planning Counselor (CRPC®) designation. She resides in Kennett Square, Pennsylvania, with her daughter, Vivian, and son, Everett.
Alison has been recognized by Forbes 2022 Best-In-State Wealth Advisors* and Forbes 2022 Top Women Wealth Advisors* being ranked #23 in Pennsylvania.
*The Forbes Best-in-State Wealth Advisors and Top Women Wealth Advisors ranking algorithms are based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.