As an independent firm, we at Brandywine Financial Group, Inc. solicit and utilize a number of financial institutions for professional services. These services include:

For your better understanding of these companies and their back office supportive service, we have provided a brief description of these companies and some pertinent information regarding their supportive roles to our company and our clients.

Custodial And Trade Execution

Professional Tax Planning

Trust Services

Property and Casualty Insurance

TD AMERITRADE Institutional     top of page

TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors (RIAs) and their clients. Our advanced technology platform coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more effectively and efficiently, while optimizing time with clients.

Additionally, TD AMERITRADE Institutional provides a robust offering of products, programs, and services. These services are all designed to help advisors build their business, and at the same time help their clients reach their financial goals.

At TD AMERITRADE Institutional, we are committed to advocating on behalf of advisors and their clients on important issues like the Broker-Dealer Exemption Rule. We understand the importance of being a fiduciary and remain firmly on your side.

TD AMERITRADE Institutional -- offering what you need from a custodian.

Charles Schwab     top of page

For questions regarding any of Charles Schwab products and services, or to comment on their website, please call (866) 232-9890 or visit: www.schwab.com

Pershing     top of page

Pershing is a world leader in providing correspondent financial services. Pershing works behind the scenes to provide financial institutions with the products, services and technologies that help to make successful investing possible.

Pershing has the resources in place to help Brandywine Financial Group and their clients invest whenever and wherever opportunities arise. Their customers range from small investment boutiques to some of the world's largest and best-known financial institutions.

Pershing has been synonymous with high-quality trade executions for 60 years. The Pershing traders who first established zones on the floor of the NYSE were pioneers in delivering faster, more professional service to investors. Today, that same enterprising ability underlies their ability to buy and sell equities, options, fixed-income securities, mutual funds, unit investment trusts, and annuities in financial markets around the world.

They maintain active relationships with more than 200 of the nation's largest financial institutions. Their trading and service desks have built a reputation for creative problem solving service and the ability to satisfy many obligations through a central location.

To learn more about Pershing please visit their website at: www.pershing.com

American Portfolios     top of page

American Portfolios was founded by a group of independent financial professionals whose primary goal was to offer their clients solid investments without the pressure of having to sell products normally associated with sales organizations. As independent representatives of American Portfolios, we can make available to you some of the best products and services the industry has to offer.

In keeping with our focus on service to the client all general securities transactions are cleared through our dual clearing arrangement with Pershing. To learn more about American Portfolios please visit their website at: www.americanportfolios.com

Deo, LaManna, Deo CPA Firm     top of page

Deo, LaManna, Deo & Co., P.C. was established in 1993 as a local CPA firm providing a diversity of accounting, tax, consulting, and financial services. With over 75 years of combined experience in public accounting, the management of "DLD" has directed the firm towards "quality above all" in service to our clients. The firm's philosophy is that of a "boutique" shop, providing services on a client basis, based on the specific needs of our clients, not simply "boiler plate" accounting and tax services.

The firm specializes in the "closely held" and "family owned" businesses. DLD's philosophy and approach with our clients is to be an integral "part of the team". In addition to auditing, accounting and tax services, the firm has expertise in the areas of business valuations, negotiations with tax authorities, business and personal tax planning, litigation support services, arbitration, and financial and estate planning services. DLD also provides management consulting services for closely held businesses as well as setup and structuring of business organizations.

Deo, LaManna, Deo & Co., P.C. is an American Institute of Certified Public Accountants "Peer-Reviewed" firm and is active in the New Jersey Society of Certified Public accountants. To learn more about Deo, LaManna, Deo & Co., P.C. please visit their website at: www.dldcpa.com

Advisory Trust Company of Delaware     top of page

For more information on Advisory Trust Company of Delaware please feel free to visit their web site at: www.advisorytrustco.com

Griffin & Griffin Financial Services     top of page

Griffin & Griffin Financial Services, Inc. was incorporated in 2002. Prior to incorporation the agency was a sole proprietorship trading as Griffin, Endriss & Associates.

In 1982, William J. Griffin, Jr. became associated with the Endriss agency as an independent producer operating his business from his home in East Norriton, PA. John L. Endriss, Jr., founded the John L. Endriss, Jr. Agency in 1960. The agency was located in Mr. Endriss's home in West Chester, PA. At that time the Endriss agency specialized in personal lines and garage related insurance programs. In 1990, Mr. Griffin purchased the agency from Mr. Endriss. Mr.Endriss then retired to Spring Hill, Florida.

With the purchase of the Endriss agency, in 1990, the name was changed to Griffin, Endriss & Associates. The agency location was moved first to Norristown, PA, then Blue Bell, PA and finally to its current office site in East Norriton Township, PA.

In 2002, with the addition of William J. Griffin, III, as a producer, the agency name was changed to Griffin & Griffin Financial Services, Inc. The agency is now a full service insurance agency offering coverage through quality insurance companies in five states. Those states are Pennsylvania, Maryland, New Jersey, and Delaware. To learn more about Griffin & Griffin Financial Services please visit their website at: www.griffingriffin.net

This information being provided is strictly as a courtesy. When you link to any of the websites provided herewith, you are leaving this site. Brandywine Financial Group, Inc. makes no representation as to the completeness or accuracy of the information that is provided at these sites. Nor are we liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your uses of, third-party technologies, sites, information and programs made available though this site.

When you leave the web site of Brandywine Financial Group, Inc. through a link, you assume total responsibility and risk for your use of the site(s) you are linking to.