Our Partners

Our world class partners empower us to serve as a true fiduciary to our clients

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 Clearing & Custody Solutions® (FCCS) provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to $3.1 trillion as of March 31st, 2018.

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.