The Brandywine Oak team has given us peace of mind above all else. While guiding us through our estate planning, they’ve built our trust and prepared us for life in retirement. We truly enjoy our interactions with this team of experts and are beyond satisfied with their level of care and service. We love that they help our adult children by answering their questions and guiding them in their early career years. Brandywine Oak consistently proves how much they truly value family.Cathy & John									

										We have been with Brandywine Oak Private Wealth for over 20 years, and the most important thing I can say about our experience is that we have financial peace! We do not worry about "financial noise" any longer. They provide easy to understand information and offer assistance in many areas of financial management. Quite simply, we trust them with our financial future.									

										I have been a client for 12 years and am satisfied that the investments and services offered have been well worth the reasonable fees. They are experienced and responsive to the financial needs of my family, especially with regard diversification of the portfolio and long-term planning for maximum retention of investment income. I strongly recommend them as fiduciary advisors.									

										Brandywine Oak has been our financial advisor for over 3 years, and we have been extremely satisfied with their level of service and attentiveness. Their comprehensive approach has proven invaluable by advising on Roth conversions, tax strategies, second home acquisition, estate planning, charitable giving, HELOC safety net, and consolidation/management of assets. The Brandywine Oak family including our direct management team of Brittany, Dionna, and Morgan have been instrumental in providing us with everything we have needed in a timely manner.									

										My husband and I have been working with the team at Brandywine Oak for approximately 8 years and they have exceeded our expectations. We had been saving and largely using our banks investment service, which could not hold a candle to Brandywine Oak. They are very thorough, looking holistically our assets, from larger retirement and cash investments, to smaller assets like our HSA. They listen to our concerns and goals and align our strategy to fit those goals.We meet several times a year with Mark, our advisor, and it is clear he has really combed through our accounts and raises any upcoming concerns and any steps we need to make. For example, even though we do our own taxes, he always has us send a copy in before we submit and he found a significant error.As my husband and i are just hitting retirement, they have been so great running scenarios, helping us understand big investments we are considering, and even helping my husband who is struggling to move from save to spend mode, on how to make that mental switch.I would recommend, and have, Brandywine Oak to my closest friends and family.									

										We have been with Brandywine Oak since it was founded and worked with many of the employees prior to that. We are most impressed with their knowledge, expertise, responsiveness and individualized attention. They regularly provide learning opportunities on relevant topics with guest speakers via Zoom or in person which are insightful and helpful.									

										As a customer since the inception of Brandywine Oak everyone who have supported my family in all phases of our finances have been customer focused and responsive and have given us the confidence that our short and long term financial goals will be met.									

										We’ve been attached with Brandywine Oak Private Wealth for more than 20+ years and honestly believe that they are fully vested in our financial roadmap for our future. From planning our major life milestones, important financial decisions, Social Security, and retirement; there couldn’t be any better team in the area that levels up with them.									

										We have been client with Brandywine Oak for many years and our experiences with them is superb. They provide advice in timely fashion on investment, tax planning, retirement, and legacy planning. Brandywine oak has on going seminars on various useful topics, which we found very informative.The team is very easy to talk to and is very responsive especially we have been in touch with Michael Hanley, Alison Dorsman,Brittany Kalsky and Dionne Poluch. All team members are extremely knowledgeable and provide excellent advice.They have received many awards in their field. We highly recommend any one wants help in their services.									

										Our family has worked with Brandywine and its founders for nearly 30 years. When Steve, Michael and Alison spoke to us about their idea and the reasoning behind their decision to leave Merrill Lynch, we were skeptical. After listening carefully to their rationale and objectives for the new Company, we agreed to join them and to be honest, have never looked back. The reasons were and are still simple: we trust them, we follow their advice and as result, we have made money and continued to grow our asset base. Their people are first rate…. Smart, helpful and good listeners and all this with superb follow-up. Quite simply, they are people you can work with.They now serve one of our 2 married daughters and 3 of our 4 married granddaughters… so it’s a real family affair! Picking someone to help with some of the most important decisions a family will ever make is not easy. Having a partner you can trust is crucial. That is why we chose Steve, Michael and Alison.John & Lynda Hodgson									

										My wife and I have trusted the Brandywine Oak team for over 30 years to manage our investments. Their employees are all so knowledgeable, friendly, and the best financial team! They TRULY care for their clients, and we now consider them our extended family!									

										I have been a wealth management and tax client at Brandywine Oak for 14 years, after being a client for years at both Merrill and Schwab. Brandywine Oak’s team of Alison and Michael have been very effective at helping me map out a strong financial plan with wise tax strategies, and avoid risky investments. I retired 3 years ago and they helped me plan before, during and after, including how to establish an effective trust plan to ensure my four twenty-something adult kids are covered. Definitely recommend this team for wealth and tax management!									

										Fantastic personalized experience. Completely trust them with our finances.									

										Everyone we work with at Brandywine Oak are both professional and personal. They enter into all the details of our financial situation and continue to guide and encourage us to attain our goals in life. We have come to know them like family who sincerely want to help us thrive!									

										We are also founding clients and have known two of the founding partners for 25 years. We have always trusted their judgment and advice in all aspects of our finances. The knowledgeable Brandywine Oak staff is very responsive to calls and emails. We cannot recommend them more highly. Our four adult children are also clients.									

										We sincerely cannot make enough positive comments about this wonderful group of people, who not only genuinely care for their clients, but do an excellent job managing all the financial aspects of our lives. If they don't personally handle something, e.g. having wills/trusts prepared, they have great recommendations for reliable people to work with. They get A+++ in our books!									

										We have been clients for about 4 years. Brandywine Oak was recommended by two friends and it was excellent advice. Our advisors have been very helpful with retirement planning and optimal income generation strategies once we retired. We have also received sound guidance on when to start Social Security, and Traditional to Roth Conversions. They keep up to date on tax law changes and have advised us on ways to be charitable and minimize taxes at the same time. They asked about our risk tolerance when we started working with them and ask if there are any changes to that when we meet twice a year.Several times a year, Brandywine Oak sponsors webinars or in person events that are educational or sometime just for fun. Examples I found very helpful were* a half day event that provided guidance on choosing a retirement community and planning for long term care.* Ways to reduce being hacked or scammed.* A strategy for using HSA's to maximize their tax free growth.They also recommended our estate planning lawyer and the accountant that we use.We have found the people we work with to be both knowledgeable and personable and we enjoy working with them.Our Private Wealth Advisor is top notch!If you are looking for an financial advisory firm, it is worth considering Brandywine Oak.									

										We've been with the principals since before the formation of Brandywine Oak and have been more than happy to follow them on their growth as a company. Wise leadership, helpful and knowledgeable staff...our family could not be more pleased with the results. From time to time, we get solicitations to get financial advice from other sources. It's never even entered our mind to look elsewhere.									

										Brandywine Oak has been our trusted financial advisor for five years. We truly value their comprehensive and client-focused service. They have an in-house tax team that enables seamless integration of portfolio planning and tax planning. We recommend them highly.									

										We’ve been with Brandywine Oak since their early days as Merrill Lynch back when our children were young. Now they’re grown with families of their own. Guidance from the advisors helped us fully fund their education and step onto the home buying ladder. We also created a family foundation to give part of our wealth to those who need it more. It’s been an incredible journey. We’re so happy to have made the right decision trusting Brandywine Oak with our finances all those years ago!									

										In 2022, my husband and I began focusing on building a stronger financial foundation for retirement. We wanted an advisor to take us beyond our modest plans and capabilities. We talked to multiple firms and are happy we chose Brandywine Oak. From the get-go their personal connection and professional advice convinced us to place our trust in Michael and the team. Our advisor, Mark, meets with us multiple times a year to tailor strategies for both near-term needs and long-term goals. Additionally, we speak with the Chief Investment Officer about market conditions and the potential implications for our portfolio. His expertise gives us confidence to stay-the-course. We appreciate the comprehensive capabilities of Brandywine Oak. Their team and services exceed expectations.									

										We highly recommend Brandywine Oak Private Wealth. We have had a financial relationship with Michael Henley and Alison Dorsman and their team for more than 10 years, even before Brandywine Oak was created. There was no doubt we would move with them to Brandywine Oak when they opened. They and their entire team have been diligent in responding to any financial and planning needs we have. The relationships they have with tax planning through Brandywine Oak Tax, as well as with an estate planning attorney, have served us very well. We have upmost confidence in their ability to help us and our family navigate whatever comes up or changes. They have helped us ensure that we will have enough to fund all our needs and as well as provide inheritance for our children and grandchildren, while minimizing overall tax liability through the years. We had used at least 4 other financial advisors with different firms in the 20 years prior to finding Michael Henley. None of them provided as comprehensive service as Brandywine Oak, nor did they advise us as well as Brandywine Oak on long term planning, and actions to take to minimize our lifetime taxes. The advice we have received from Allison and Michael, and their firm, will ensure that we have the funds to travel extensively and as well maintain our pre-retirement lifestyles. They are friendly, capable, and proficient when it comes to providing excellent financial planning services. We are highly satisfied clients.Tom and Cecelia									

										The Advisors at Brandywine Oak are the best I have experience. Their customer focus and understanding of our needs have been a welcome help.									

										I have been with Brandywine Oaks just over 2 years now and have been very pleased with the advice and guidance I have received. Everyone is efficient and responsive and they've done a great job of managing my finances.									

										After several years with Brandywine Oak, our entire family has transferred investments to Brandywine Oak for portfolio management. We are extremely happy with the financial results, prompt response to questions/concerns, overall service and staff. I would recommend their services to anyone seeking financial planning, tax planning etc.									

										Brandywine Oak Private Wealth has been a trusted financial advisor for many years. They provide a comprehensive strategy for investing, with a personal and caring approach which I value highly. It has been a pleasure working with Michael Henley, Alison Dorsman and their entire team of very competent professionals.									

										I am very happy with the breadth of guidance provided by the people at Brandywine Oak. They pay attention to tax-efficient investing and make adjustments when necessary at various life stages (i.e. initiation of social security, minimizing Medicare premiums, prepare for RMDs). I especially appreciate their well-organized, 6-month reviews. In addition, they host webinars on important topics (e.g. HSA strategies, Medicare enrollment).									

										Great customer service! Always attentive to clients needs.Intelligent investing. Superior tax service..									

										Although I am several states away from Brandywine, I have been impressed by their help for over 20 years– they provided good IRA guidance when I had to move from one company to another, then - retired – as they placed their own personal achievement goals in providing clients guidance on investment and retirement planning (including risk management), income tax planning and filing, Estate and Legacy Planning using in-person and on-line engagement with clients in appropriate manner.									

										We signed up with Brandywine Oak before they even chose their name, and we have been extremely pleased with the financial and retirement planning advice they have given us the past several years.After our initial meeting with Michael and Alison, we knew that we could trust them with our financial planning. The semi-annual reviews have been especially productive in refining our goals and helping us understand how to navigate the ever-changing tax and investment issues and opportunities. At those reviews, Michael and Alison and their team present us with detailed spending and tax plans and take as much time as needed to answer our questions. They have also assisted our adult children and a parent in their financial and tax planning.I started a services company (engineering) several years ago and I knew the importance of leadership and trust in those working directly with you. The reality is that if you are working with a large firm, it’s still the four or five individuals that you work with most closely who will determine your success. Large firms are more likely to pass your file around so that you never build close working relationships.We have enjoyed watching Brandywine Oak succeed while keeping the small company attitude. They care about us and our family, and continue to evolve, adding new services such as tax returns and tax planning. We are very happy to have been one of their first clients and have recommended them to our friends and colleagues.									

										As founding clients of Brandywine Oak, we have received high quality strategic financial, tax, and estate planning that has enabled us to confidently transition into our retirement. Michael, Alison, and their team are readily available to answer our questions, and our private advising sessions are well designed, informative, and comprehensive. Our daughters and their husbands receive valuable financial advising services as well. We highly recommend Brandywine Oak!									

										Been a client for 7 years, incredible service and world class experience. Love the tax prep services they offer too									

										We highly recommend Brandywine Oak whom we've been a part of since its inception to anyone looking for personalized, comprehensive financial advice which includes tax strategies, estate planning, and charity donations. Their great team of financial professionals are relatable, friendly, extremely knowledgeable and accessible (very responsive to questions). They are open, real-time and constantly sharing new and up-to-date information. Thanks Michael, Alison and the team for your amazing work and encouragement to be prepared for now and the future..									

										We left another financial advisor for Brandywine Oak and it was one of the best decisions we ever made. We were never "rich" but now we have complete confidence in our retirement and that our children and grandchildren will have a secure future. We are very impressed with the holistic approach that Brandywine Oak takes to save us on taxes, keep us informed on updates as varied as long term care insurance and Roth conversions to help our children, assist with long term goals for our grandchildren and provide financial advice for every day challenges. I can honestly say that we are confident that we will have a relaxing and fun retirement while also knowing if something happens tomorrow, we are in good hands. We always recommend their services to our friends.									

										The entire team is always approachable and easy to talk to. They do an excellent job of breaking down complicated financial concepts into clear, understandable terms. I feel confident knowing my finances are in good hands. Their in-house tax group makes annual tax planning and filing efficient and an added bonus.									

										We started with BWO about 8 years ago. We were in the process of retiring from full time positions and Michael and Alison were phenomenal in helping us to set up our retirement accounts. They also provided an invaluable resource for our children in placing them into accounts that would allow them to save for their retirement down the road. BOW has been very receptive to all of our questions and when we have a specific issue they respond immediately to our query. I don't think that we could have been put in any better place for our retirement years than having BWO helping us and setting up our finances. They are a firm with customer service and their clients best interest in all they do for them. We are very pleased.									

										I've been a client since the formation of the firm. Michael, Alison and the team provide common sense investment approaches integrated with tax and estate strategies and planning. In addition, Brandywine Oak Private Wealth along with Brandywine Tax Advisory provide a comprehensive, integrated service that makes execution of your financial and tax plans simple.Led by the firm's founders, I've found their people approachable, knowledgable and responsive.									

										We’ve been with Brandywine Oak since its founding. They are always available to answer my questions and have been extremely valuable in helping me with retirement, social security, estate and overall financial planning. They proactively arrange private sessions to explain the portfolio and suggest future activities consistent with our financial needs and desires. Highly recommended!									

										Very knowledgeable and fantastic customer service									

										In late 2001, my current employer sold their pharma business to to another pharma company, and I was faced with a big decision—whether to move my 401K to a new employer, leave it at my current employer, or move to a financial entity. During that time, Merrill Lynch was managing my current employer's 401K and held meetings to help employees evaluate their options. It was at one of these meetings that I met Lisa Quadrini. I kept her card for a couple of weeks, and then I decided to reach out. From that first call, Lisa treated us like family. Over the years, she has guided us through many key financial decisions, including setting up a trust, 529 plans for our daughter’s education, funding major home renovations, and helping my husband when he retired from DuPont and needed to move his 401K.When Lisa joined Brandywine Oak, we didn’t hesitate to follow her. The team at Brandywine Oak has been a tremendous help, particularly with their dynamic approach to portfolio balancing. They’ve advised us on Roth conversions to optimize tax benefits and helped correct a filing mistake from our previous tax preparer.We’ve recommended Brandywine Oak to others, and we always emphasize how responsive and knowledgeable the team is. They’re always on top of the latest tax law changes and know how to adjust portfolios to maximize returns. The firm is vertically integrated, so their finance, tax, and estate law professionals work seamlessly together to manage our portfolio now and for the future.We truly value the comprehensive, client-focused service Brandywine Oak provides. Their expertise and personal approach make us feel confident that we’re in the best hands. - Debbie									

										We've been working with Michael and his team since 2012. At that time, I was planning to retire from DuPont in about a year and wanted to take the burden of managing our financial assets off our plate. Right away, We knew Michael really knew his stuff as he outlined important steps that should be taken as I transitioned into retirement. Within months, my wife Dianne and I were both very impressed and comfortable working with him.When Michael called and told us that he and Alison were setting up their own independent firm, we didn’t hesitate a second—we followed them to Brandywine Oak immediately.People often ask me why we pay someone a fee to manage our finances, I tell them it’s way more than just managing an investment portfolio. From the beginning, it was clear that Michael and his team think beyond more than just a standard 60/40 portfolio. They’ve helped us with everything from setting up 529s for our grandkids, determining when to take Social Security, working through Roth IRA conversions, and creating a pension fund and SEP IRA for my consulting firm. They also collaborated with outside experts to review and redo our entire estate plan, a very important undertaking, especially with many new regulations in place.One of the greatest benefits of working with Brandywine Oak is the relief of delegating almost everything financial to Michael Henley and his team. I used to use TurboTax for our taxes, but now employ Chris Smith, who heads up Brandywine Oak Private Tax Advisory. The integration of these tax services with our overall financial plan has allowed us to keep more of our wealth, and coupled with our revamped estate plan, we are able to ensure financial assets will flow to our designated heirs.Our portfolio is very diversified at this point, deploying alternatives such as gold, real estate, private equity, and private credit. We’re continually impressed with how well they manage all the various asset classes. On top of that, Brandywine Oak goes above and beyond by offering internet seminars, and even on line classes for cooking and painting. Finally, we always look forward to our six month reviews with Michael and Alison which are conducted in a most pleasant and informative manner.									

										I first sought the help of a financial advisor during my prior marriage when our first child was born, aiming to plan for college savings. Over the past 15 years, I’ve worked with my trusted advisor, Lisa Quadrini. When she moved to Brandywine Oak, it was an easy decision to follow her. Looking back, I couldn’t be happier that she introduced me to the Brandywine Oak team.Brandywine Oak offers so much more than just financial advice. Their process feels like an entire ecosystem devoted to my financial well-being. I now have access not only to Lisa but also to a whole team of knowledgeable, independent advisors. They provide deep expertise across various areas like retirement, tax, estate, and insurance planning, all backed by a solid technical infrastructure.The most important area they’ve helped me with is tax and estate planning. As a single parent of four adult children and grandchildren, preserving my capital and protecting my financial legacy is a top priority. Brandywine Oak has expertly guided me through the intricacies of tax law, helping to maximize my returns while ensuring that my financial future remains secure.I wholeheartedly recommend Brandywine Oak. They are recognized as a top-tier Private Wealth Advisory Firm for good reason. The team is accessible, diligent, and always communicative. I feel respected and empowered to ask questions during our semi-annual review meetings. I trust them completely and know that my assets are in good hands, giving me peace of mind knowing my financial legacy is protected for future generations.									

										My wife and I have been with Brandywine Oak since it was founded. I had previously established trust in John Maconi and then Michael Henley when they were working with another firm before they broke away. We followed them.Since then we have grown and prospered together. Their investment processes are second to none and their expansion into taxes and estate planning make this an integrated, one-stop organization for all our retirement financial management. The whole team is like a family to us.We could never find a better organization with which to work.									

										Brandywine Oak, the folks there are super to work with. I have complete confidence in their ability to handle all my investment needs.									

										We have been very satisfied clients of Michael Henley and Alison Brooks while they were at Merrill Lynch and followed them as they cofounded Brandywineoak Private Wealth. Each and every member of their team is highly competent, responsive and friendly. BO covers the entire spectrum of financial services tailored to the clients needs. We rely and trust their guidance and recommendations which are formally reviewed with us twice/year. A highly recommended firm!									

										We are founding clients. We value our relationship with the BOPW team. They take the time to get to know our family and our financial goals, then provide us with exceptional and comprehensive financial planning across 3 generations. They go beyond building and maintaining wealth to supporting our charitable activities and estate planning in tax advantaged ways. If they don’t have the expertise in house, they bring it in through seminars and calls with experts they have available: from selecting credit cards to medicare coverage and optimizing the use of HSAs and Social Security. We just can’t be more pleased with the full service BOPW provides under Michael’s and Alison’s leadership!									

										I have been with BOPW since it began. Personalized investment models and customer service levels are exemplary!!									

										We have total trust and confidence in Brandywine Oak to handle our financial planning needs.									

										We have been with Brandywine Oak from the very beginning. The service has been outstanding. They cover a wide range of services including investing advice and estate and tax planning. I highly recommend Brandywine Oak for anyone considering a wealth management firm.									

										Brandywine Oak has been a real pleasure working with,.whenever I had a question or a concern ,the folks there have always been very responsive and helped us out.									

										I have been a client with Brandywine Oak practically from their formation, and they have been a trusty and effective partner in managing my wealth. They have a broad range of services, and I am extremely pleased with their services and results.									

										Employees of Brandywine Oak provide a valuable service in management of personal assets. The advisors are well trained, informed, and willing to offer suggestions and answer questions regarding portfolio composition and growth to meet financial objectives. In addition, periodic reviews are conducted to update personal needs, family growth and changes, and estate planning. I have had a number of years working with personnel of this organization and feel I would not hesitate to recommend Brandywine Oak to manage the private wealth of those holding assets to be wisely invested.									

										professional, innovative - servant leaders.									

										Great organization, great people, outstanding results!We have been clients since the inception of Brandywine Oak. Our plan and transition to retirement was handled seamlessly. We appreciate the on going guidance and education that we’ve received. A twice yearly review of results and discussion of future plans ensures we are fully aware and in control of how our assets are being managed and grown. Our personal advisor is extremely competent and very responsive. An additional benefit is the integration between other providers for tax and legal advice. We highly recommend the team at Brandywine Oak!									

										Personalized service, for people serious about obtaining financial success. Helpful navigating retirement planning.