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.
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
10th Anniversary
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)
20th Anniversary
Carl Rosenfeld was awarded the Kenneth Black Jr. Award for Outstanding Authorship – Foundation for Financial Service Professionals*
Radnor Financial Advisors, Inc. hits $1 billion of assets
Justin Spike joined Radnor
(shareholder)
25th Anniversary
Radnor Financial Advisors, Inc. transitioned to Radnor Financial Advisors, LLC
Awarded to the Financial Times Top 300 Registered Investment Advisers
Awarded to the Financial Times Top 300 Registered Investment Advisers
30th anniversary of Radnor Financial Advisors, LLC
* 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.
