About Michael Henley
As the Founder and CEO of Brandywine Oak Private Wealth, Michael brings more than a dozen years 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 complexities of significant wealth. He holds the Certified Financial Planner® certification, the Certified Private Wealth Advisor® (CPWA®) designation, the Chartered Retirement Planning Counselor (CRPC®) designation, and the Retirement Management Advisor® (RMA®) designation.
Brandywine Oak Private Wealth is a registere... Read More
As the Founder and CEO of Brandywine Oak Private Wealth, Michael brings more than a dozen years 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 complexities of significant wealth. He holds the Certified Financial Planner® certification, the Certified Private Wealth Advisor® (CPWA®) designation, the Chartered Retirement Planning Counselor (CRPC®) designation, and the Retirement Management Advisor® (RMA®) designation.
Brandywine Oak Private Wealth is a registered independent advisory firm in Kennett Square, PA, dedicated to helping wealthy families plan and manage all aspects of their finances and investments. Brandywine Oak's objective is to provide peace of mind by mitigating or eliminating the financial challenges that can distract families from enjoying what matters most to them. Paramount in Brandywine Oak's disciplined process is focusing on controlling the controllable: fees, taxes, and risk. Read Less
The description above is provided by Michael.