We are excited to share a new video about our firm Brandywine Oak Private Wealth! We worked in collaboration with eMoney to develop a video that showcases who we are as a team, where we work, and what we provide for our clients. Please take a moment to watch and let us know your thoughts! […]
We are thrilled to announce our Founder and CEO Michael Henley is featured on the cover of the national publication Citywire RIA! This is an incredible spotlight on Michael and our firm, Brandywine Oak, and is a reflection of our dedication to our clients and financial planning. We are truly humbled by the recognition. To […]
The 4th quarter is an opportune time to consider year-end planning items such as required tax payments, maximizing charitable donations, satisfying mandatory distributions from retirement plans, maximizing 401(k) contributions, IRA to Roth IRA conversions, tax loss harvesting, and spending the balance in your Flexible Spending Account (FSA). To learn more about these year-end financial topics, […]