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| Radnor Financial Advisors, LLC. |
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Profile:
At the core of our practice is financial analysis. Sound analysis is the basis for good judgment and facilitates effective client decisions. Perhaps more important than our technical skills, our years of experience assist in solving problems and providing effective solutions to our clients’ personal financial planning needs.
Applying the philosophy of 'managers of money managers' within an asset allocation framework, Radnor manages over $657 million (as of 12/31/06) primarily through institutional portfolio managers for some one hundred individual clients in addition to providing ongoing personal consulting services for executives.
Our team of highly qualified professionals provide proactive one-on-one service in designing and implementing strategies to meet our clients’ financial goals. Our analysts prepare detailed financial statements under the direction of our consultants, who then both meet with senior consultants to review and critique the analysis and recommendations. The process is designed to extract value from our team and confirm the quality of the practice through the prism of their combined experience and expertise.
We are proud that we have been assisting clients over two decades of continuous service, discreetly providing confidential personal financial planning services to various highly visible corporate executives as well as high net-worth individuals, with all of whom our staff have developed a long lived professional relationship. |
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Overview:
Truthfully, What Makes Us is Clients like You
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.
We Go Beyond Just Financial Advice
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.
You are the Focus of Our Personalized Service
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.
The Benefits of a Fee-Only Advisor
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.
Join the Radnor Family
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 $1.2 billion (as of our ADV dated 6/3/2016) of our client’s assets. |
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History:
Radnor Financial Advisors, Inc. was founded in 1989 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 and constantly acting in their best interest, which we believe has been instrumental to our success and growth to manage more than $1.2 billion in assets.
In 2016, we transitioned to a new company structure, Radnor Financial Advisors, LLC, and formalized a succession plan for the leadership and ownership of Radnor Financial Advisors that brought certainty and long-term direction to the firm and ensured 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.
For more than 25 years, we have focused on providing clients like you with peace of mind, a trusted reputation, and superior service to help them achieve their life’s goals. |
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| Minimum Investable Assets:
$1 million |
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| Asset Under Management:
$657 million |
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