Brandywine Oak Private Wealth - Kennett Square (PA)

5 /5 Daphne Lupfer: 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!

5 /5 John McCauley: 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.

5 /5 Rick M: 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 employers 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

5 /5 Judy Rice: 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.

5 /5 Barbara Shrouds: 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.