Michael Henley, CFP®, CPWA®, CRPC®, RMA®

Founder & Chief Executive Officer (CEO) | Private Wealth Advisor
Michael Henley

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 #30 in Pennsylvania in 2020, and recognized by Barron’s “Top 1,200 US Financial Advisors” being ranked #41 in Pennsylvania in 2020.  Michael has also been recognized again by Forbes’ “America’s Top Next-Generation Wealth Advisors” being ranked #3 in Pennsylvania and #69 in the nation for 2019.  Michael resides in Unionville with his wife, Amanda, and daughter, Savannah, and their three dogs.

 

Note: The Forbes ranking of Best in State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data designed to fairly compare the business practices of a large group of advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.  See Best-In-State Wealth Advisors 2020  For additional detail on the criteria Forbes used for the ranking, see Methodology: Forbes Best-In-State Wealth Advisors.  The Forbes ranking of America’s Top Next Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in 1980 or more recently, with a minimum of four years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.  See America’s Top Next-Generation Wealth Advisors, State-By-State and America’s Top Next Generation Wealth Advisors. For additional detail on the criteria Forbes used for the ranking, see Methodology: Forbes Top-500 Top Next Generation Wealth Advisors.  

Barron’s is a registered trademark of Dow Jones & Company, L.P. Brandywine Oak Private Wealth (“BOPW”) is not affiliated with Barron’s or Dow Jones & Company, L.P. “America’s Top 1200 Financial Advisors,” bases its rankings upon data provided by individual advisers and their firms, including submissions by BOPW. Barron’s confirms that data via regulatory databases, crosschecks with securities firms and conversations with individual advisers. BOPW applied for consideration, and the result was independently granted.

As of 2020, advisors who wish to be ranked fill out a survey about their practice. Barron’s then verifies that data with the advisors’ firms and with regulatory databases and then applies its rankings formula to the data to generate a ranking. The formula Barron’s uses to rank advisers is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an adviser’s returns are dictated largely by the risk tolerance of clients. In addition, Barron’s also considers a wide range of qualitative factors, including the advisors’ experience, their advanced degrees and industry designations, the size and shape of their teams, their charitable and philanthropic work and compliance records. BOPW is unaware, nor has Barron’s published, the number of nominees considered for the award ranking. In 2020 Michael Henley of BOPW was ranked at 41 in Pennsyvalnia on the “America’s Top 1200 US Financial Advisors” publication.  Barron’s does not require membership or payment in order for award participants and/or applicants to be considered for an award designation. Moreover, neither BOPW nor any other participating advisers paid a fee to be eligible for the “America’s Top 100 Independent Wealth Advisors.” However, BOPW may pay a fee in exchange for plaques, logo licensing, a web link, or article reprints commemorating the designation. BOPW would pay this fee only after receiving the designation and not as a condition precedent to receiving it. The fact that BOPW pays any fee with respect to its receipt of the designation should be considered if such designation is a factor in a client’s or prospective client’s evaluation of whether to initially engage or continue to engage BOPW for investment advisory services. Barron’s-ranked advisors may pay Barron’s a separate fee for special advertising to publish a Barron’s-ranked advisor’s contact information including applicable phone numbers, email addresses, and website addresses. This publication option is offered on an annual basis and is limited to Barron’s-ranked advisors for that respective year. It should be noted that this type of payment creates an inherent conflict of interest because it provides the awarding entity with a monetary incentive to grant such ranking, recognition, or designation to participating advisors that submit such forms of consideration. After receiving the respective award designations, BOPW did not pay a separate fee to Barron’s in exchange for publication of this information.

Barron’s does not publish, nor is BOPW aware of the percentage of other advisers that received the applicable rankings. BOPW is unaware of any undisclosed facts that could potentially invalidate the appropriateness of the ranking. By virtue of disclosing this ranking, BOPW is disclosing favorable ratings (to the extent that Mr. Henley is ranked above other advisors) and unfavorable ratings (to the extent that Mr. Henley is ranked below other advisors). By considering the compliance record, eligibility to appear on the rankings seeks to ensure that a participating advisor has an established and significant history and record free from regulatory sanctions. The rankings are not representative of any one client’s experience because of the way in which it is calculated. Inclusion on the above list is absolutely not indicative of BOPW’s future performance, or any future performance pertaining to its clients’ investments; should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if BOPW is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of BOPW by any of its clients. Additional information regarding the above rankings for 2020 is available at the following links:
List: https://www.barrons.com/report/top-financial-advisors/1000/2020 Methodology: https://www.barrons.com/articles/barrons-top-advisors-methodology-1534541819