Brandywine Oak Celebrates 5th Anniversary!

July 28, 2023
Brandywine Oak is excited to celebrate our 5th Anniversary as an independent firm! While the time has gone by quickly, we’re proud to reflect upon the growth of our practice including the creation of Brandywine Oak Private Tax Advisory, the addition of our Chief Investment Officer, and a 75% overall growth of our team. It’s been humbling to be recognized by Forbes as one of the Top 100 Registered Investment Advisory firms in the nation and we are dedicated to continually elevating our level of service and client experience.

None of this would be possible without our amazing team and loyal clients. We look forward to continuing our journey together.

#BOPW #Anniversary