Mercer Advisors - Radnor

Archer365 is a full-service CPA and accounting firm based in Wayne, PA, serving both local businesses and clients nationwide through virtual support. Our experienced team of CPAs, EAs, MBAs, and certified bookkeepers provides expert bookkeeping, tax preparation, payroll, retirement planning, mergers & acquisitions guidance, and business advisory services. We also offer virtual CFO and accounting services tailored to entrepreneurs and small business owners. Whether you’re just getting started or scaling your operations, we deliver timely, proactive financial insights to help you grow with confidence 365 days a year.

Cerity Partners, located in Conshohocken, PA, offers a comprehensive suite of financial services tailored for individuals, families, corporations, and nonprofit organizations. Their team of experienced advisors specializes in wealth management, investment solutions, estate planning, and financial planning, ensuring clients receive objective advice aligned with their unique goals. With a focus on trust and transparency, Cerity Partners provides integrated planning solutions designed to grow, protect, and preserve wealth across generations. Their diverse expertise enables them to address the complex financial challenges faced by high-net-worth individuals and organizations, delivering practical, real-world answers to pressing financial questions. Generated from the website

Randi Taxin - United Retirement Advisor Group Insurance and Education Specialist, Retirement Income Planner Randi Taxin is an insurance and education specialist with her expertise in Retirement Income Planning. 

She is a mother, wife, and a business owner with twenty years of experience. She is licensed in Pennsylvania, New Jersey, Florida and Texas.

Based in Wayne Pennsylvania, she is determined to teach the ABC of Conservative Investing through educating and empowering individuals everywhere to make informed decisions about their retirement needs. 

Randi’s credentials include Advanced Life and Health Insurance License through the Pennsylvania Department of Insurance. For many years, she has been teaching the ABC of Medicare to pre-retirees and retires in the Delaware Valley. With her great knowledge and education of Social Security, Medicare and the many choices of Supplemental Plans she is the go to person to see about all your retirement needs. She most recently completed all CMS training and testing to assist with the federally-facilitated marketplace for individuals and businesses.