Case Study: Brandywine Oak Private Wealth achieves client confidence and enhanced financial planning with eMoney

Brandywine Oak Private Wealth Answering the 'What Ifs' to Secure Client Confidence with eMoney

Brandywine Oak Private Wealth, founded by Michael Henley and Alison Brooks in 2018, is a six-advisor independent firm focused on holistic family financial planning. As they left their previous wirehouse, their challenge was finding interactive, secure technology to model client "what‑if" scenarios and improve engagement—so they selected eMoney (in use since 2018) to support those goals.

eMoney delivered an interactive planning platform and customized client sites that let Brandywine Oak model retirement, relocation, and spending scenarios with real data, plus secure reporting and document sharing. The firm rolled out eight user licenses, held weekly training, and reports that eMoney has strengthened client confidence, attracted new families, shifted client conversations to long‑term planning, and supported growth to $622M AUM.

Brandywine Oak Private Wealth

Michael Henley

Founder and CEO