CONVENIENTLY LOCATED AT THE GATEWAY OF THE
BRANDYWINE VALLEY NATIONAL SCENIC BYWAY
Our beautification efforts along Kennett Pike have been part of a restoration project of the Holladay House. We are proud to maintain the home’s charming features befitting its status on the National Historic Registry.
We look forward to welcoming you to our new office.
Our mission is to foster our clients' best interests through superior financial advice and personal service.
Don DeWees, Jr. 2026 Barron's Top 1,500 Financial Advisors:
2026 Barron's Top 1,500 Financial Advisors: Awarded March 2026; Data Compiled by Barron's based on the time period from Sept. 2024 - Sept. 2025 (Source: Barrons.com). Fee paid for use of marketing materials. View Award Disclosures
Don DeWees, Jr. 2026 Forbes Best-In-State Wealth Advisors:
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). Fee paid for use of marketing materials. View Award Disclosures
2026 Forbes Best-in-State Wealth Management Teams:
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). Fee paid for use of marketing materials. View Award Disclosures
Don DeWees, Jr. 2025 Barron's Top 1,200 Financial Advisors:
2025 Barron's Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). Fee paid for use of marketing materials. View Award Disclosures
2025 Forbes Best-in-State Wealth Management Teams:
2025 Forbes Top Wealth Management Teams Private Wealth: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). Fee paid for use of marketing materials. View Award Disclosures
Don DeWees, Jr. 2025 Forbes Best-In-State Wealth Advisors:
See full list of winners: Forbes award page
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). View Award Disclosures
Don DeWees, Jr. 2024 Forbes Best-In-State Wealth Advisors:
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). View Award Disclosures
