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Kapil Patel Email
Sr. Portfolio Administrator . Radnor Financial Advisors
Wayne, PA
Locationk**********@radnorfinancial.com
Primary EmailHow to contact Kapil Patel
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Employees:
32Revenue:
$3.3MAbout
An independent, fee-only, wealth management firm in the Philadelphia area - founded over 25 years ago. Our firm specializes in providing value based financial planning and investment management services. Our mission: Committed to Positively Impacting Our Clients' Lives. We strive to remove the stress and worry of financial decisions through comprehensive financial planning and independent, objective advice so our clients can achieve financial independence and focus on their professional and personal lives. ------------------------------------------------------------------------------------------------------------------------------- For over 25 years, Radnor Financial Advisors, LLC has provided wealth management services to high net worth individuals and corporate executives. Our holistic approach integrates personal financial planning, tax considerations, estate concerns, and investment portfolio management. At Radnor Financial Advisors, LLC, you can experience the benefits of personal wealth management. Our team of highly-qualified professionals will work with you to develop a financial plan which addresses (depending upon your specific needs and circumstances) short-term and long-term investment objectives, estate planning, wealth transfer, retirement goals, tax planning, insurance selection, budgeting, and more. We believe the best financial advice is provided by people who are independent and objective. For that reason, we function as a fee-based advisory firm and take care to maintain exclusive advisor-client relationships. We do not sell investment products and we do not accept commissions. We consider that we have a duty to always act in good faith, and to place our clients' interests first and foremost. IMPORTANT DISCLOSURE INFORMATION Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Radnor Financial Advisors, LLC), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Radnor Financial Advisors, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Radnor Financial Advisors, LLC is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Radnor Financial Advisors, LLC's current written disclosure statement discussing our advisory services and fees is available for review upon request. Please Note: Radnor Financial Advisors, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Radnor Financial Advisors, LLC's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. For more information about Radnor Financial Advisors, LLC and all related disclosures, visit www.radnorfinancial.comRadnor Financial Advisors Address
485 Devon Park DriveWayne, PA
United States