Michael Henley Brandywine Oak Private Wealth

Michael Henley

Barron's Ranked

CEO, Founder, Private Wealth Advisor

Brandywine Oak Private Wealth

500 Old Forge LaneSuite 501Kennett Square, PA 19348
https://brandywineoak.com/
(484) 785-0040
mhenley@brandywineoak.com
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About

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...

Clientele

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

Profile last updated on Mar 20, 2024. Data from rankings as of Sep 30, 2023.

Popular Services Offered

Community Involvement

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

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Summary

Team Size:14
Team Assets:$1.5b
Team Assets (Self Reported):$1.4b
Years Experience:14
Years in Current Firm:5
Financial Planning:Yes

Certifications

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)

Current Rankings

Past Rankings

Rankings since 2012

Top 100 Independent Advisors: 2021 - 2022

Top 1,200 Financial Advisors: 2020 - 2023

More Information

About this data

Barron's RankedThese advisors/teams/firms are currently named to one of Barron’s annual Top Advisors/Teams/Firms rankings. Learn more about what goes into becoming Barron's Ranked.

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.