Brendan J. McPoyle is a CERTIFIED FINANCIAL PLANNER® (CFP) and an accomplished member of Affinity Wealth Management’s leadership team in Wilmington, DE. For over 20 years, he has focused on helping business owners, and high net worth individuals increase and protect their financial assets. He provides comprehensive financial planning and wealth management strategies to help clients achieve financial security and independence.
As a member of Affinity Wealth Management’s Investment Committee, Brendan works with the firm's leadership team to oversee research, construction, and implementation of investment strategy for over $450 million of assets. He is licensed to sell life and long-term care insurance as well as fixed and variable annuity products to help clients protect assets and secure their financial futures.
Experienced in developing comprehensive financial plans for clients, he works with clients on creating budgets and cash flow management, pension plan maximization, 401K, 403b and IRA/Roth retirement contributions and distributions, asset allocation structuring, investment strategies, student loan debt management, charitable and planned giving vehicles.
Brendan brings clarity and guidance to comprehensive private wealth management strategies and executive compensation options to help business owners navigate financial markets and ensure compliance. He also consults and guides company executives with qualified retirement planning strategies and defined contribution plan administration.
In addition to delivering advisory services to clients, he presents financial education seminars for clients, peers and advisors throughout the Greater Delaware Valley region. Professionally and locally active, Brendan is a member of the Financial Planning Association, the Wilmington Tax Group, the Irish American Business Chamber Network and the Knights of Columbus.
A graduate of Merrimack College, Brendan McPoyle was recognized as a Five Star Wealth Manager in 2018,2017, 2016, 2015, 2014, 2013, and 2012 for his financial expertise and client service.
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