Our Partners | Brandywine Oak Private Wealth

Resource Partners

As a fiduciary and as a member of the Dynasty Financial Partners Network, Brandywine Oak Private Wealth brings to bear the depth and breadth of one of the industry’s pre-eminent advisor platforms for the benefit of our clients.

Dynasty’s fully customizable platform gives Brandywine Oak end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Its relationships with the world’s best-in-class custodians, portfolio managers, research firms and other providers allow us to focus on your needs with absolute objectivity, transparency and trust.

Additional resources are provided by these partners

BNA Income Tax Planner™ projects estimated tax payments, capital gains, and taxes for resident and multiple nonresident states. Plan for tax implications all year resulting from marriage, Roth conversions, stock sales, and other events using Income Tax Planner, the leading tax planning software. Income Tax Planner does the work for you, with greater efficiency and accuracy than spreadsheets, tax prep software, or traditional financial planning packages.

Partner Site

Fidelity is a family-managed, privately held company with more than 70 years of experience and has assets under administration of $8 trillion, including managed assets of over $3 trillion at Fidelity Clearing & Custody Solutions (as of December 31, 2019). All of your assets will be held at Fidelity.

Partner Site

eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the leading scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technology enables financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. Developed and perfected by nearly 500 passionate, innovative, and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience.

Partner Site

Callan Associates provides timely and relevant institutional investment research through Dynasty Financial Partners that allows registered independent advisers to stay on top of important trends in the industry. Headquartered in San Francisco, the firm also provides education, decision support, and advice to a broad array of institutional investors responsible for approximately $2 trillion in total assets. Callan employs more than 150 people and maintains regional offices in Denver, Chicago, Atlanta, and Summit, New Jersey.

Partner Site

We feel the more a family plans, the more the family will keep. In our experience it is far better to prepare than it is to repair.

The biggest void for families in investment advice is being intentional around their finances. The conversation in our view has to be around cash flow and lifestyle rather than short-term performance and market commentary.

Successful investing is singles and doubles, not home runs. Wealthy families hire our firm to manage their wealth responsibly and not swing for the fences.