About Us

History

Since 1989, Radnor Financial Advisors has operated with an unwavering mission to be an independent, objective, fee-only advisory firm providing customized, client-focused services. We continuously strive to earn our clients’ trust by prioritizing their needs and financial goals while constantly acting in their best interests, which we believe has been instrumental to our success and growth to manage more than $1.8 billion in assets.

As we look back at history, we know that change is inevitable. Being innovative involves passion, strong leadership, and a willingness to embrace change—whether planned or unexpected. We have a talented bench of passionate professionals who show up every day working to change your lives for the better. We have forged deep client partnerships from the beginning, navigating and harnessing change to help you achieve financial independence, garnering numerous industry accolades along the way.

In 2016, we transitioned to a new company structure, Radnor Financial Advisors, LLC, and formalized a long-term succession plan for the leadership and ownership of Radnor Financial Advisors that ensures our ability to serve you without disruption in the high quality of service we strive to provide. We continue to operate with the same passion, comprehensive planning focus, and investment philosophy that have been in place since our inception.

As we look toward our future, our commitment to our clients remains resolute. Our foundation is built on providing concierge-level service and financial expertise through our family-oriented culture, and we look forward to further expanding our family so that we can continue to provide outstanding service to yours – or to any friends or colleagues who may be seeking sound financial advice.

For more than 30 years, we have focused on providing clients like you with peace of mind, a trusted reputation, and service excellence in support of achieving life’s goals. It is our privilege to work on your behalf—we could not have achieved this level of success without your trust in us.

A look back at the last 30 years:

1986
September 16

September 16th

Radnor Capital Corporation was formed, located in Philadelphia

1987
March 27

March 27th

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

1988
January 1

1988

1988

Michael Mattise joined Radnor (shareholder)

1989
August 31

August 31st

August 31st

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

October 16

October 16th

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

1999
January 1

1999

10th Anniversary

December 1

December 1st

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

2002
January 1

2002

2002

Stephanie Vermillion joined Radnor (shareholder)

2005
January 1

2005

2005

Carl Rosenfeld joined Radnor (shareholder)

January 1

2005

2005

Brian Jacobs joined Radnor
(shareholder)

2006
July 1

July 2006

Carl Rosenfeld was awarded the Kenneth Black Jr. Award for Outstanding Authorship – Foundation for Financial Service Professionals*

2007
January 1

2007

2007

Casey Shure joined Radnor
(shareholder)

2009
January 1

2009

2009

20th Anniversary

November 1

November 2009

Carl Rosenfeld was awarded the Kenneth Black Jr. Award for Outstanding Authorship – Foundation for Financial Service Professionals*

2010
December 31

December 31st

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

2012
January 1

2012

2012

Justin Spike joined Radnor
(shareholder)

2014
January 1

2014

2014

25th Anniversary

2015
January 1

2015

2015

Five Star Wealth Manager award: Michael Mattise, Casey Shure*

2016
January 1

2016

2016

Five Star Wealth Manager award: Michael Mattise, Casey Shure*

February 16

February 16th

February 16th

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

March 1

March

March

Radnor Financial Advisors’ Michael Mattise Recognized Among Barron’s Top 1200 Financial Advisors*

August 1

August

August

Awarded Best Place to Work by the Philadelphia Business Journal*

2017
January 1

2017

2017

Five Star Wealth Manager award: Michael Mattise, Carl Rosenfeld, Casey Shure*

March 1

March

March

Radnor Financial Advisors’ Michael Mattise Recognized Among Barron’s Top 1200 Financial Advisors*

June 1

June

June

Awarded to the Financial Times Top 300 Registered Investment Advisers

2018
January 1

2018

2018

Five Star Wealth Manager award: Michael Mattise, Carl Rosenfeld, Casey Shure*

March 1

March

March

Radnor Financial Advisors’ Michael Mattise Recognized Among Barron’s Top 1200 Financial Advisors*

June 1

June

June

Awarded to the Financial Times Top 300 Registered Investment Advisers*

2019
March 1

March

March

Radnor Financial Advisors’ Michael Mattise Recognized Among Barron’s Top 1200 Financial Advisors*

June 27

June 27th

June 27th

Awarded to the Financial Times Top 300 Registered Investment Advisers

June 1

June

June

Radnor Financial Advisors’ Michael Mattise Recognized Among the 2019 Forbes Best-In-State Wealth Advisors*

August 1

2019

2019

30th anniversary of Radnor Financial Advisors, LLC

2020
March 1

March 2020

March 2020

Mike Mattise Named to Barron’s top 1200

August 1

August 2020

August 2020

Financial Advisors Magazine 2020 Annual Ranking

* Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Radnor is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data/criteria, to the extent applicable). Unless expressly indicated to the contrary, Radnor did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Radnor by any of its clients. ANY QUESTIONS: Radnor’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

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