Welcome to Brandywine Valley Wealth Advisors, LLC
 
Brandywine Valley Wealth Advisors is a comprehensive financial services and wealth management firm committed to helping you to keep the financial promises you have made to yourself and those you love. We realize that managing wealth can pose significant challenges. Not only is it a time consuming process, but it often demands the services of qualified, experienced experts from a variety of professional disciplines. If you do not have the time or expertise to deal with these issues, we can help.
 
We provide you with objective advice, an extraordinary level of personalized service and expertise, and proactive monitoring of your financial interests. Our integrated system of wealth management is a comprehensive approach offering a specialized suite of services to meet the needs of your unique situation.
 
Our caring professionals will work closely with you to develop a carefully crafted plan that reflects your hopes and desires. Our mission is to design a plan that provides long-term security for you and your loved ones.
 
Please explore our website to learn more about the services we provide and the wealth of information available in the form of newsletter articles, calculators, and other useful tools. Should you need more information, or wish to make an appointment, please email us at kristy@bvwealthadvisors.com or call us at 610-558-6898. We welcome the opportunity to speak with you.
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

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