Brandywine Financial Management

Brandywine Financial Management is a full service wealth management company. They focus on meeting all of the financial needs of older adults. Brandywine Financial Management (BFM) delivers comprehensive financial services in the areas of money manag...

Brandywine Financial Management is a full service wealth management company. They focus on meeting all of the financial needs of older adults. Brandywine Financial Management (BFM) delivers comprehensive financial services in the areas of money management, financial planning, insurance, estate planning and taxes. For more than 20 years they have helped clients work toward achieving their financial goals by taking the initiative to develop, implement and monitor their financial plans. In addition, BFM specializes in the analysis of the many financial options offered by retirement communities. They help older adults make the tough choices associated with transition and they help them understand what they can afford. Through independent research, custom client portfolio management, tax planning, and regular reviews, BFM adds the value needed for clients to make financial decisions.