Broker Check

What is Brandywine Valley Wealth Advisors, LLC?

Brandywine Valley Wealth Advisors, LLC is a comprehensive financial planning and wealth management firm.

Our objective is to serve select affluent and emerging affluent individuals and closely-held business owners for whom we will provide customized, tax-optimized wealth management solutions, with extraordinary personal attention. One of our strengths is our ability to assist single women with financial solutions that help them set and realize their financial goals.

Our comprehensive financial services enable you:

  • To attain financial peace of mind,
  • To keep the promises you’ve made to yourself and your loved ones,
  • To retire with dignity and independence, and
  • To focus your time and energy on other activities of your choice.

Our training and experience allow us to deliver solutions to these promises from a tax-optimized perspective using a consistent, customized process. We are independent of proprietary products and maintain objectivity in advising you on investment, insurance, tax and estate planning issues.

Our process follows the following basic steps:

  • Understand the values, needs and desires of the client
  • Assist with setting clear, attainable goals
  • Develop plan to achieve goals
  • Review progress toward goals

Our approach to wealth management provides solutions in the following Method 10® areas:

  • Investments
    • Fee-based advisory accounts
    • Commission-based brokerage accounts
  • Retirement
    • Retirement Distribution Strategies
    • Retirement Plan Options
    • IRA & 401K Transfers and Rollovers
  • Taxes
    • Planning
    • Strategies
  • Insurance
    • Disability
    • Life
    • Long-Term Care
  • Education Funding
  • Estate Planning/Wealth Transfer Strategies
  • Business & Succession Planning
  • Philanthropic Strategies
  • Debt Management & Budgeting
  • Special Situations
    • Financial issues in divorce
    • Family members with special needs

Method 10® is property of Avantax Wealth ManagementSM All rights reserved 2020.