A complete list of active advisors currently associated with Brandywine Financial Group, Inc.

Warmer can help you find a great advisor at Brandywine Financial Group, Inc. or one who fits your needs even better.

Brandywine Financial Group serves individual clients—including high-net-worth individuals—and employer plan sponsors with comprehensive portfolio management, financial planning and retirement plan consulting. The firm discloses discretionary management across client accounts, and its services include investment management, written financial plans, and ongoing retirement-plan monitoring. Brandywine typically constructs individualized portfolios using a mix of individual stocks, bonds, ETFs, mutual funds and options, and it employs techniques that can include long- and short-term trading, options strategies, margin and short sales when appropriate. The firm also offers discretionary digital-asset management and model blockchain ETF exposures, and provides participant education and occasional seminars or workshops for retirement-plan participants. Noteworthy distinctions include that the firm’s representatives are licensed insurance agents and may offer insurance products for which they may receive commissions, a relationship disclosed in the brochure. The firm has recently expanded into digital-asset services with BitGo custody and explicitly discloses operational policies such as not accepting proxy voting authority on client securities.

To learn more about the advisors currently working at Brandywine Financial Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.