CEO, Founder, Private Wealth Advisor
Brandywine Oak Private Wealth
This "About" section is provided by Michael Henley.
As the Founder and CEO of Brandywine Oak Private Wealth, Michael brings more than a decade of experience in providing financial advice and guidance to highly successful wealthy families. He works closely with affluent individuals and families, helping them streamline the complexi...
330
Client Households
$2m
Account Minimum
$4.3m
Typical Account Size
High Net Worth, Ultra High Net Worth
Client Base
$5.5m
Typical Net Worth
Trust & estate planning
Advice on future trust and estate planning.
Financial planning
Advice on investment plans for managing cash flows, reducing liabilities, saving for retirement, etc.
Loans/credit services
Advice on credit cards, personal loans, mortgage loans and commercial loans.
Retirement planning
Advice on determining retirement income goals, and the actions and decisions necessary to achieve those goals.
Executive services/equity compensation
Advice for executives in managing the assets in their corporate equity compensation plans.
This "Community Involvement" section is provided by Michael Henley.
Pennsylvania Young Presidents Organization (PA-YPO), United Way of Southern Chester County, Leadership Delaware Inc., YMCA of Kennett Square, The Kennett Symphony
Team Size: | 14 |
Team Assets: | $1.5b |
Team Assets (Self Reported): | $1.4b |
Years Experience: | 14 |
Years in Current Firm: | 5 |
Financial Planning: | Yes |
Certified Financial Planner (CFP) Certified Private Wealth Advisor (CPWA) Retirement Management Advisor (RMA) Chartered Retirement Planning Counselor (CRPC) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA)
Rankings since 2012
Top 100 Independent Advisors: 2021 - 2022
Top 1,200 Financial Advisors: 2020 - 2023
Brandywine Oak Private Wealth LLC (“BOPW”) is an SEC registered investment adviser with its principal place of business in Kennett Square, Pennsylvania. BOPW only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. For information pertaining to the registration status of BOPW, please contact the United States Securities and Exchange Commission on their website at https://www.adviserinfo.sec.gov/.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany NY 12211. Purshe Kaplan Sterling and Brandywine Oak Private Wealth are not affiliated companies.
Profile pages in Barron’s are available to: (i) all Barron’s actively ranked advisors whose data is obtained from the Barron’s Advisor rankings, as may be updated and supplemented by such ranked advisor through the purchase of an enhanced profile; and (ii) unranked financial advisors who purchase a Barron’s Advisor Finder profile and have applied for a Barron’s Advisor ranking within 18 months or who are registered with the SEC, have at least 25 years of experience as a financial advisor and have no violations on their financial advisor record. Data from unranked advisors is derived from such advisors who have purchased a Barron’s Advisor Finder profile.