Privacy Policy
Brandywine Financial Advisors
Last updated: 9/2/2026
Information We Collect
We collect personal information you provide to us directly, including your name, mobile phone number, email address, mailing address, and any information you share when requesting services, filling out a web form, or speaking with our team. We may also collect basic website usage information such as your IP address and browser type.
How We Use Your Information
We use your information to provide financial advisory services, respond to your questions, schedule and confirm appointments, send account and service updates, and communicate with you by phone, email, or text message when you have consented to receive them. We also use information to meet legal and regulatory requirements.
Who We Share Your Information With
We do not sell your personal information. We may share information with service providers who help us operate our business (such as our text messaging platform, custodians, or IT vendors), only as needed to provide our services, and with regulators or authorities when required by law.
SMS consent is not shared with third parties. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All text messaging originator opt-in data and consent will not be shared with any third parties.
Contact Us
If you have questions about this policy, contact us at 610-624-1665 or jeff@brandywinefinancialadvisors.com.
SMS Terms and Conditions
By opting into SMS from a web form, verbally, or through another medium, you agree to receive text messages from Brandywine Financial Advisors. These messages include customer care communications such as appointment reminders, responses to your questions, and account or service updates.
Message frequency may vary. Message and data rates may apply. To opt out at any time, text STOP. For assistance, text HELP or visit our website at https://www.brandywinefinancialadvisors.com/. Carriers are not liable for delayed or undelivered messages.
