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 and the Chartered Retirement Planning CounselorSM (CRPC®) designation.
In 2017 and again in 2018, Michael was recognized by Forbes’ “America’s Top Next-Generation Wealth Advisors,” being ranked #1 in Delaware and #42 in the nation for 2018. Michael resides in Unionville, Pennsylvania with his wife, Amanda, and their three dogs.
Note: 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.