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 […]
Brandywine Oak is thrilled to announce our Co-Founder and Co-CEO Alison Brooks was selected to AdvisorHub’s Top 100 Advisors to Watch Over $1 Billion! This is Alison’s debut on AdvisorHub and she is ranked #36 nationally. Alison is humbled and honored to receive national recognition for excellence in private wealth management. Alison could not have […]
Commonly the largest, and often irrevocable, financial decision that an individual will make is when to begin their Social Security benefits. Fearful speculation on the future of Social Security often leads to poor decisions regarding claiming benefits. While there are financial challenges facing the federal retirement income insurance program, those who are retired or nearing […]