About Us

Award based on ten objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s evaluation. Wealth managers do not pay a fee to be considered or placed on the final list of 2013 Five Star Wealth Managers. Five Star Award is not indicative of the wealth manager’s future performance. For more information on selection methodology go to www.fivestarprofessional.com/
wmresearch

YOUR FINANCIAL PARTNER

Brandywine Wealth Management LLC is a full-service wealth management firm committed to the long-term success of our clients. We have been helping clients make important decisions since 1986. Our financial professionals provide fee-based planning services, as well as brokerage and investment advisory services. We are also qualified tax preparers and licensed insurance providers. With decades of collective experience, we have the expertise to offer sound advice.

COMMUNICATION AND CONVENIENCE

We believe that regular communication is necessary to keep our clients well informed and to strengthen our relationship. Whether from Utah or Pennsylvania, our clients can meet us from anywhere in the U.S. where our financial professionals are registered to do business.* Through face-to-face video conferencing, phone or in person, we are available in whatever way is more convenient to you. In addition, we regularly offer seminars or special events that cover subjects of interest to our clients and we periodically offer timely and useful information that we believe is relevant to our clients through our blog and Facebook, Twitter, LinkedIn profiles.

*A list of states is at the bottom-right of this page.