Services

Our detailed 4-step process.

1. Initial Meeting

Our first meeting allows us to enjoy a cup of coffee, have a casual conversation, and listen to your needs and goals. This time together will help you determine if the Radnor Wealth Management team aligns with your perspectives.

2. Recommendation Meeting

We’ll begin to gather your statements, balances, and insurance policies for a full review. Prior to our recommendation meeting, we’ll organize your financial picture and prepare a customized proposal to determine if you’d like to move forward.

3. Transition to Radnor

We will diligently simplify the paperwork process and monitor your transition from beginning to end. We also welcome the opportunity to work with existing professionals or make introductions as needed to partner with attorneys and CPAs to create a support team.

4. Partnering Together

Your financial plan will continue to be reviewed as our team will offer guidance and support along the way. We remain committed to your short-term goals and long-term objectives.

Informed choices lead to inspired outcomes.

In addition to the strategies listed below, Radnor Wealth Management will educate and advocate for you. By sharing knowledge and advocating on your behalf with other financial professionals, we empower you to make informed decisions and receive trusted guidance to pursue your goals.

WEALTH MANAGEMENT

Working together, we will develop a plan to help you manage wealth. We’ll guide you to create disciplined financial habits with an accountability team to keep you focused.

INVESTMENT MANAGEMENT

Investing is about building a future that aligns with your goals and values. We will create a portfolio that parallels your comfort for risk and the lifetime goals that are important to you.

RETIREMENT PLANNING

Retirement is a time to embrace the life you’ve worked so hard to build. Through strategic planning, we will implement retirement solutions designed to help maximize your growth potential and plan for tax-efficient distributions.

TAX PLANNING

We will align your financial plan with thoughtful, tax-efficient strategies. We’ll also evaluate the opportunities to help minimize your tax implications and liabilities.

RISK MANAGMENT

Our risk management strategies are designed to identify and help minimize financial and other losses potentially associated with risks to your assets, business, or health.

EDUCATION PLANNING

Education is the key to opening doors to opportunity for your children and grandchildren. We can assist you in identifying smart ways to properly fund an education bucket as part of your big picture planning.

LEGACY & ESTATE PLANNING

You will receive proper planning for the smooth transition of your wealth and assets according to your wishes. Your estate plans will also be routinely reviewed with respect to life events that can require modifications.

GENERATIONAL WEALTH PLANNING

We'll design a plan that aligns with your values, equips future generations with financial knowledge, and creates a sense of confidence for the ones you love.

CHARITABLE PLANNING

Giving back is one of the most meaningful ways to create a lasting impact. We will show you how solutions like donor-advised funds can benefit you today, and serve as a philanthropic tool in your legacy planning for tomorrow.

CHARITABLE PLANNING

Giving back is one of the most meaningful ways to create a lasting impact. We will show you how solutions like donor-advised funds can benefit you today, and serve as a philanthropic tool in your legacy planning for tomorrow.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes.

Details always make the difference.

At Radnor Wealth Management, we believe by remaining focused on your objectives, we can help you fulfill your financial dreams, one step at a time.

Contact Us