Committed to acting in our clients’ best interests, we strive to remove the stress and worry of financial decisions through comprehensive financial planning and independent, objective advice so our clients can achieve financial independence and focus on their professional and personal lives.
Since 1989, we have been focused on providing trusted advice, and the highest level of service to offer our clients peace of mind. And whether your goal is to thrive through challenging life events, to unlock the true potential of your business, or to maximize the wealth you are able to share, we understand where you are, where you want to be, and what it will take to navigate the complex issues you will face along the way.
In 2021, Radnor Financial Advisors partnered with CI Financial to become a partner firm of CI Private Wealth. You may not be familiar with them, but CI Financial is a global leader in wealth and asset management and one of the largest independent financial institutions in Canada.
CI is uniquely positioned to complement and expand on our strengths. As a permanent strategic partner, CI is committed to investing in our business, while enabling us to maintain—and even amplify—the essence of who we are. We have the freedom to provide the personal attention our clients deserve, while gaining access to additional resources and opportunities that enhance our ability to provide customized investment strategies and holistic wealth management to meet each client wherever they are on their wealth journey.
Radnor Capital Corporation was formed, located in Philadelphia
Radnor Capital Corporation name changed to Radnor Investment Corporation, located in Philadelphia
Michael Mattise joined Radnor (shareholder)
Radnor Investment Corporation name changed to Radnor Financial Advisors, Inc., located in Philadelphia
Radnor Financial Advisors, Inc. moved its offices from Philadelphia to Wayne, PA
Radnor Financial Advisors, Inc. moved to its current office location at 485 Devon Park Drive, Suite 119
Stephanie Vermillion joined Radnor (shareholder)
Carl Rosenfeld joined Radnor (shareholder)
Brian Jacobs joined Radnor (shareholder)
Casey Shure joined Radnor (shareholder)
Radnor Financial Advisors, Inc. hits $1 billion of assets
Justin Spike joined Radnor(shareholder)
Radnor Financial Advisors, Inc. transitioned to Radnor Financial Advisors, LLC
30th anniversary of Radnor Financial Advisors, LLC
CI Financial completes acquisition of Radnor
Discover more about wealth management made for you. CONTACT US
CI Radnor Private Wealth