This week our Founder & CEO Michael Henley, Co-Founder & Co-CEO Alison Brooks, and Director of Tax & Founding Tax Partner Chris Smith attended the AICPA Engage 2023 conference. This conference is the premiere learning experience for cutting edge tax strategies, gifting and charitable strategies, pending legislation, 529 distribution strategies, advanced estate planning techniques, and […]
Brandywine Oak is excited to announce our new partnership with Stroll Greenville & Centreville magazine! We’re proud to be featured on the back cover of their monthly issues. #BOPW #CommunityMatters
When seeking a financial advisor, there are several key questions to help determine if they are the right fit for you. Are they primarily a financial planner or an investment advisor? Are they a fiduciary? How do they charge for services? What designations and credentials do they have? What type of team do they have […]