Steve Michael Maconi

Mr. Steve M.
Maconi is a Founding Partner & Chairman at Brandywine Oak Private Wealth LLC.
He focuses on new business development and retirement investment strategies.
He helps clients consider whether their investments are appropriate based on their comfort level with risk.
With more than 35 years of experience, he understands investors’ psychology and maintains a focus on capital preservation.
Prior to the founding of Brandywine Oak Private Wealth, Mr. Maconi was a Managing Director on the wealth advisory team of Henley, Maconi, McGuire, Jackson & Associates at Merrill Lynch, which he had joined in 1982.
He holds the Chartered Retirement Planning CounselorSM designation.