Client ID: 95

Brandywine Oak Private Wealth

We positioned Brandywine Oak as a financial advocate, coach and friend

With a strong client base in eastern Pennsylvania, we partnered with Dynasty Financial Partners to create a name, brand identity, website and marketing materials that would resonate with local families. Our work included research into the company’s strengths, goals and differentiators to help them distinguish themselves in a competitive field. The firm focuses on multi-generational relationships and strives to simplify client’s lives through comprehensive strategies that focus on intentional goals. The company’s principal is often cited in the financial press as a young star and many families have cited the comfortable feel of working with Brandywine Oak.

We designed materials that captured this warm, vibrant, bright, approachable feel of the firm. The brand is built around classic typography, pastoral local images and an elegant watermark treatment of the logo. To further reinforce their positioning, the website employs simple typographic animation and video to stress their unique core messaging.

With the help of a strong brand, Brandywine Oak Private Wealth’s clients see them as a trusted partner providing peace of mind and helping families enjoy what matters most to them.

A brand identity that resonates with local families