Our clients vary greatly from high net worth retirees, to young professionals building their wealth, a middle aged father of three about to inherit his parent’s estate, or empty nesters preparing for retirement. Although different in age and financial picture, they all look to us for the same thing: a partner to help them manage their financial wellbeing. What we deliver is a family-oriented team of passionate experts that seek to provide an all-encompassing experience more akin to a five-star concierge service.
Like many financial advisors, we deliver wealth management, financial planning, and tax preparation and accounting services, but unlike other advisors, our services extend well beyond just mutual funds and tax codes. What sets us apart are the deep relationships we form and the measures we take to serve you that go beyond just financial advice. One client tells a story about our consultant helping them not only save for college, but also introducing their daughter to the Dean at a local university. Others tell stories of Radnor advisors calling their credit card companies while they were stuck abroad, or when their identity was compromised. What is most important to us is being part of their story.
Of course, building these relationships and trust starts with a focus on your finances. After an initial consultation, our team develops and implements a customized financial plan to best meet your goals. Rather than waiting for annual or semi-annual portfolio review meetings, or relying solely on electronic communications, we maintain regular communications with you in the mode you prefer – in-person, by phone, or via email. Although the relationship may start with one individual, we often find ourselves working with other members of that individual’s family, to provide complete, well-rounded service.
As a specialized boutique firm, we focus on providing you with highly personalized service. Know that you can count on us, and contact us when you are making any decision that affects your financial picture – no matter the size.
We operate as an independent, fee-only advisor. We are not tied to any particular family of funds or investment products, and are only compensated by the fees paid by our clients directly to our firm. We are fiduciaries, and as such, we are held to the highest standard of care and will always act in the best interests of our clients. Finally, unlike other financial advisors, we will never be swayed by commissions or hidden fees. We recommend investments we believe in, that are appropriate for each individual client’s financial situation.
For more than 25 years, our mission has been to help high net worth individuals achieve their investment goals – and live the life they wish – through customized, strategic wealth management with exceptional client service. With over 300 clients, we are stewards of more than $1.6 billion (as of our ADV dated 12/30/2018) of our client’s assets.