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.
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)
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
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