As the founder of Brandywine Oak Private Wealth, Michael brings more than a dozen years of experience in providing financial advice and guidance to highly successful families. Previously he worked at Merrill Lynch Wealth Management where he led the advisory team of Henley, Maconi, McGuire, Jackson & Associates. Michael has worked closely with affluent individuals and families, helping them streamline the complexities of significant wealth. He holds the CERTIFIED FINANCIAL PLANNERTM certification, the Certified Private Wealth Advisor® (CPWA®) designation, the Chartered Retirement Planning CounselorSM (CRPC®) designation, and the Retirement Management Advisor® (RMA®) designation.
Michael has been recognized by Forbes Best in State Wealth Advisors* being ranked #2 in Pennsylvania in 2022, recognized by Barron’s Top 1,200 US Financial Advisors** being ranked #8 in Pennsylvania in 2022 and by Barron’s Top 100 Independent Advisors in 2021. Michael has also been recognized again by Forbes America’s Top Next-Generation Wealth Advisors* being ranked #2 in Pennsylvania and #31 in the nation for 2021. Michael resides in Chadds Ford with his wife, daughter, Savannah and son, Maverick.
*The Forbes Best-in-State Wealth Advisors and America’s Top Next-Generation 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.
**The Barron’s rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.