Brandywine Oak Named to Forbes Top 100 RIAs

November 11, 2022
We are thrilled to announce that Brandywine Oak Private Wealth received national recognition being named one of the Top 100 independent wealth management firms on the 2022 Forbes / SHOOK Top Registered Investment Advisory (RIA) Firms! This is the first year Brandywine Oak has been recognized by this prestigious list. It is an honor to be included amongst the top independent firms (there are roughly 15,000 RIAs in the country) and affirms our commitment to provide unbiased conflict-free tax-focused advice to our clients.

We are excited that this esteemed recognition honors every single member of our firm as each of them are critical to the success of our business!

#BOPW #Forbes #Independent
Michael Henley,Alison Brooks,Chris Smith,Peter Kim, CFA,Mark Jackson, CFP®, CRPC®,Steve Maconi,Tracy McGuire,Lisa Quadrini,Brittany Kalsky,David Clark, CRPC®,Katie Davis, CRPC®,Lacie Doubet