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EXECUTIVE FINANCIAL PLANNING

Companies invest a significant amount of time and resources in their senior talent.  Offering executive financial planning as a corporate benefit can maximize that investment, providing significant value to both the executive and to the company as an important component of a competitive total rewards package.

Adding Value to the Company:

  • Help executives understand, appreciate and appropriately utilize their corporate benefit and compensation plans.
  • Leverage the corporate benefit team’s time, assisting the executive with implementing benefit decisions that are integrated with their overall financial plan.
  • Reduce the executive’s time commitment and anxiety associated with personal financial decisions so they can focus on their corporate responsibilities, while assuring their personal financial life remains in order.
  • Coordinate the executive’s personal financial planning to adhere to company compliance policies, thus protecting the reputation of the company and the executive.

Adding Value to the Executive:

  • Leverage the executive’s time while assuring that the complexities of their financial and personal lives are balanced with the demands of their corporate responsibilities.
  • Alleviate fear and worry about efficiently utilizing company benefit plans and assuring that annual elections are enacted on a timely basis.
  • Help define personal objectives and integrate financial decisions through comprehensive financial planning across company benefits and personal financial assets.
  • Assist in navigating the complexity of tax planning and tax preparation, including filing federal, state and local tax returns accurately and in a timely manner.
  • Provide a dedicated advisor who acts as a centralized resource, provides comprehensive financial expertise, and maintains confidentiality in all client interactions.
  • Overall, companies recognize that providing executive financial planning is a benefit aligned with shareholder value as a means of maximizing the ROI of corporate benefit programs, retaining senior talent, and assuring compliance in a complex regulatory environment.

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This award was issued on 11/01/2023 by Five Star Professional (FSP) for the time period 02/13/2023 through 08/31/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,885 Philadelphia-area wealth managers were considered for the award; 328 (8% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 3604, 305, 8%, 11/1/22, 2/21/22 - 8/19/22; 2021: 3,576, 310, 9%, 11/1/21, 1/18/21 - 9/3/21; 2020: 4,148, 366, 9%, 11/1/20, 2/10/20 - 9/11/20; 2019: 3,910, 437, 11%, 11/1/19, 2/11/19 - 9/20/19; 2018: 3,721, 439, 12%, 11/1/18, 2/20/18 - 9/19/18; 2017: 3,022, 437, 14%, 11/1/17, 1/20/17 - 9/8/17; 2016: 2,671, 660, 25%, 10/1/16, 3/5/16 - 10/7/16; 2015: 4,696, 805, 17%, 11/1/15, 3/5/15 - 9/9/15; 2014: 4,438, 856, 19%, 11/1/14, 3/5/13 - 9/9/13; 2013: 3,354, 934, 28%, 10/1/13, 3/5/12 - 9/9/12; 2012: 2,847, 773, 27%, 11/1/12, 3/5/11 - 9/9/11.
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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.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.