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Radnor Financial Advisors, LLC
485 Devon Park Dr Ste 119
Wayne, PA 19087
Office: (610) 975-0280

About Us

An independent, fee-only, wealth management firm in the Philadelphia area - founded over 30 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 30 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.

Carl Rosenfeld

Managing Partner, Chief Marketing Officer

Phone: (610) 975-0287
Team member photo

Carl has been with Radnor since 2005 and serves on the firm’s Board of Managers. He advises clients on financial planning and wealth management issues and is a member of Radnor’s Tax and Accounting Services Team.  Prior to joining Radnor, Carl was Vice President of a regional financial services firm specializing in educational financial planning. Carl completed his CPA experience requirement while working for Arthur Andersen, LLP and KPMG in Philadelphia, PA. Carl received his Bachelors of Business Administration with a concentration in accounting from Goizueta School of Business at Emory University and a Masters of Taxation degree from Widener University.  He is an associate editor and regular columnist for the Journal of Financial Service Professionals.  When not serving his clients, Carl spends his time serving on the Board of Governors of the Lake Naomi Club and Radnor Valley Country Club.  He also dedicates his time to youth sports and serving his community as a member of Radnor Township's Citizens Audit Review & Financial Advisory Committee.  He enjoys spending his time sailing, playing tennis and golf, and is an active CrossFit athlete.

Casey Shure

Partner, Director of Financial Planning

Phone: 610-975-0746
Team member photo

Casey has been with Radnor since 2007 and became a Partner in 2017. He is responsible for managing client relationships and directing our Financial Planning Group. Casey strives to find ways to use financial planning to solve problems and allow client’s to live more fulfilling lives. As a Financial Consultant and Director of Financial Planning he is intimately involved in planning, investment portfolio management, and tax preparation within the Radnor client service team. His main focus includes assisting corporate executives in managing their finances, in particular, stock option plans, deferred compensation plans and other unique executive benefits. Casey also concentrates on 529 college savings plans and social security planning strategies. Prior to joining Radnor, Casey worked for Vanguard in Malvern, PA, working in the company’s Internal Audit Department.Casey received his Bachelors of Science in Business Administration degree in Accounting from Bucknell University. Casey and his wife, Jessica, reside in Malvern, PA with their three daughters. Casey enjoys coaching his daughter’s youth soccer teams in the spring and fall.

Michael Mattise

Managing Partner, President

Phone: 610-975-0285
Team member photo

Michael has been with Radnor since 1988 and serves on the firm’s Board of Managers. As a senior consultant, Michael assists in the management of clients' investment assets and handling their financial planning. As CIO, Michael is responsible for Radnor's investment manager review process and oversight of Radnor's portfolio management system. Michael received a Bachelor’s of Science in Finance from Wilkes University and a Masters of Business Administration in Finance from the University of Scranton. He took part in the Schwab Executive Leadership Program in 2015 which focuses on effectively managing the key issues that impact an advisory firm’s success. Michael and his wife, Kristy, reside in Newtown Square, PA with their two sons. He serves on St. Anastasia’s School Endowment Fund Board.

Justin Spike

Partner, Financial Consultant

Phone: 610-975-0314
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Justin joined Radnor in 2012 and became a partner in 2019.  He currently serves as a Financial Consultant and is Assistant Director, Tax Preparation and Accounting Services. In his role, Justin works directly with clients, assisting with all aspects of financial planning, portfolio management, and tax service. Justin is also a member of the firm’s Financial Planning Group and Investment Policy Group. Justin graduated summa cum laude from the George Washington University Honors Program with a Bachelor of Accountancy. Prior to joining Radnor, Justin worked with KPMG, specializing in auditing, real estate valuation, and financial reporting. Justin and his wife, Jamie, and son, Ben, currently reside in Penn Valley, PA.

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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Radnor Financial Advisors, LLC (“Company”) is an SEC registered investment adviser located in Wayne, Pennsylvania. Company and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Company maintains clients. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Company’s web site on the Internet should not be construed by any consumer and/or prospective client as Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Company, please contact the SEC or the state securities regulators for those states in which Company maintains a notice filing. A copy of Company’s current written disclosure statement discussing Company’s business operations, services, and fees is available from Company upon written request. Company 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 Company 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.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company), will be profitable or equal any historical performance level(s).

Certain portions of Company’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Company (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients.  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.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Company’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Company, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Company’s web site, to release and hold harmless Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Company.

*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