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Our Associates

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw our tax clients, family and friends struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We are committed to the communities where we live and work.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Steven Douglas, CPA/PFS

Certified Public Accountant / Personal Financial Specialist

(610) 459-1445

Steven Douglas, CPA/PFS grew up and has lived in the greater West Chester area his entire life. He is CEO of Brandywine Valley Wealth Advisors, LLC. Steve is a graduate of Drexel University and during his more than 50 years...

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Kristy M. Douglas, CPA

Certified Public Accountant

(484) 266-0416

Kristy M. Douglas, CPA has worked in the accounting industry since 2002. After working as an auditor for the Department of Defense, Kristy came to work for her father in 2003. Kristy earned her Certified Public Accountant license in 2008...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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