Broker Check
  • 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

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

View all articles arrow

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

View all videos arrow