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  • 1777 Sentry Parkway West
  • Bldg. 12 | Suite 205
  • Blue Bell, PA 19422
  • Ph: (610) 828-1155 | Fx: (610) 828-9335
Solutions Foundation Independence

Providing solutions for your
financial independence

The history of the Brandywine Valley dates back to the birth of America in 1776. The Brandywine Valley and its mills provided America's paper to the print shop of Benjamin Franklin in Philadelphia, as well as the paper used to print currency for the colonies, and the Continental Congress. The Brandywine Valley mills also produced the paper used to print the Declaration of Independence.

As an Independent Registered Investment Advisor, Brandywine Financial Group provides unbiased financial solutions with the power of cutting edge technology for the busy executive, professional, retiree and small business owner. Brandywine Financial Group offers Solutions for your Financial Freedom, much like the mills provided the Foundation for America's currency and Independence.

Not all financial advisors charge commissions. The advisors at Brandywine Financial Group offer you an alternative to commission-based investing: a fee-based relationship enhancing communication for both the client and the advisor. How can this fee-based relationship help to foster your financial success? It inspires real teamwork and gives you freedom - the kind of freedom you've always wanted when investing for the future. And the types of services you have always deserved.

Helpful Content

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

 

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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