Dionna Poluch, CFP®
Financial Planning for Life's Biggest Decisions
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Serving Clients Nationwide
Financial Planning for Life's Biggest Decisions
Areas of Focus
- Estate Planning
- Financial Life Planning
- High Net Worth
- Investment Management
- Retirement Planning
- Taxes
About Dionna Poluch, CFP®
Hi, I'm Dionna Poluch. I am a Private Wealth Manager helping new and existing clients pursue their financial and investment goals. I also hold the CERTIFIED FINANCIAL PLANNER® certification.Prior to Brandywine Oak Private Wealth, I spent several years working at J.P. Morgan in Boston as a Private Client Associate.
I earned a Bachelor of Science in Marketing and Finance from the Alfred Lerner College of Business & Economics at the University of Delaware, where I was an active member of the University's Honors Program.
Outside of work, I enjoy traveling and spending quality time with family.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
500 Old Forge Lane Suite 501, Kennett Square, PA 19348
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above to schedule a complimentary introductory meeting. We start by introducing you to our firm, the services we provide wealthy families, and what you can expect as a Brandywine Oak Private Wealth client. We will have you complete a preliminary questionnaire to better understand your financial situation. We look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Brandywine Oak Private Wealth
Brandywine Oak Private Wealth was founded with a clear mission: provide personalized Family Wealth Plans to successful families who often lack the time, resources, and desire to manage their wealth effectively.Personalized Family Wealth Plans for Successful Families
We recognize the burden that significant wealth can place on families, which is why our focus is to help you reduce the financial anxiety that money and all its uncertainties bring.
As an independent firm, we strive to mitigate and eliminate the financial blind spots that can distract you from enjoying what matters most to you and your family. Our approach aims to provide clarity and confidence in your financial decisions, helping to align your wealth with your objectives and fostering financial stability and fulfillment.
Our Team of Credentialed Professionals
With our experienced team, including seven CFP® professionals and two CPAs, we deliver private wealth management and objective tailored advice to each client’s unique needs.
As an independent private wealth management firm, we have a fiduciary duty to act in your best interests, always. Our dedication to building long-term relationships and our commitment to client success has made us a trusted partner for many families, helping them navigate their financial journeys with confidence and ease.
Answers Before You Even Have to Ask
Who We Serve We primarily work with individuals and families with $3 million or more in investable liquid assets who value expert financial planning guidance and a collaborative, tax-aware approach to wealth management.
Transparent Pricing We charge a simple, transparent fee based on the assets we oversee on your behalf, starting at 1.50% on the first $1,000,000 and stepping down to 0.50% on household assets above $10,000,000. This approach aligns the interests of our advisors with those of our clients: we succeed when you succeed.
Where We Work We are headquartered at 500 Old Forge Lane Suite 501, Kennett Square, PA 19348. From Kennett Square, our advisors serve families across Pennsylvania, New Jersey, and Delaware, as well as along the East Coast, including Florida.
Education
University of Delaware, BS, Marketing and Finance
Hobbies and Interests
- Family
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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