We are thrilled to announce that our CEO and Founder Michael Henley has been named on Barron’s Top 1,200 Advisors list, ranked #11 in Pennsylvania! With over 300,000 advisors in the country Barron’s does an excellent job recognizing only the top 1,200. This marks the 5th consecutive year that Michael and Brandywine Oak have been recognized on this prestigious […]
We are extremely proud to announce that our Co-CEO Alison Dorsman has been recognized on Forbes 2024 Top Women Wealth Advisors Best-In-State List! A well-deserved accolade that highlights her dedication, expertise, and commitment to providing the highest level of conflict-free advice to our clients. We have consistently emphasized that the wealth management industry suffers from […]
For private clients, working with an independent registered investment advisor provides key advantages. First and foremost, there is a fiduciary duty to always act in the best interest of the client. There is the freedom to provide customized advice that aligns with the client’s goals and risk tolerance. Additionally, there is full disclosure and transparency […]