Our Mission

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.

 

OUR

HISTORY

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.

A LOOK BACK AT THE LAST 30 YEARS

 

September 16th

Radnor Capital Corporation was formed, located in Philadelphia

March 27th

Radnor Capital Corporation name changed to Radnor Investment Corporation, located in Philadelphia

1988

Michael Mattise joined Radnor (shareholder)

August 31st

Radnor Investment Corporation name changed to Radnor Financial Advisors, Inc., located in Philadelphia

October 16th

Radnor Financial Advisors, Inc. moved its offices from Philadelphia to Wayne, PA

1999

10th Anniversary

December 1st

Radnor Financial Advisors, Inc. moved to its current office location at 485 Devon Park Drive, Suite 119

2002

Stephanie Vermillion joined Radnor (shareholder)

2005

Carl Rosenfeld joined Radnor (shareholder)

 

2005

Brian Jacobs joined Radnor (shareholder)

2007

Casey Shure joined Radnor (shareholder)

2009

20th Anniversary

December 31st

Radnor Financial Advisors, Inc. hits $1 billion of assets

2012

Justin Spike joined Radnor(shareholder)

2014

25th Anniversary

February 16th

Radnor Financial Advisors, Inc. transitioned to Radnor Financial Advisors, LLC

2019

30th anniversary of Radnor Financial Advisors, LLC

2021

CI Financial completes acquisition of Radnor

LET'S TALK

Discover more about wealth management made for you.
CONTACT US