Bill Werner CFP®

Senior Wealth Advisor

Based in Radnor, Bill helps pre-retirees, retirees, and families navigate retirement and major financial transitions with greater clarity and organization.

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Bill Typically Helps

Pre-retirees, retirees, business owners preparing for a sale, executives, families navigating inheritance or sudden wealth, individuals facing divorce or the loss of a spouse.

Serving Clients in

Philadelphia • the Main Line • Radnor • Villanova • Princeton • Communities throughout Southeastern Pennsylvania and New Jersey

Available nationwide through virtual meetings

Questions Bill Helps Answer

How can I prepare for retirement and create sustainable income?
How should I plan for a business sale or liquidity event?
How should I integrate an inheritance or sudden wealth into my plan?
What should I prioritize financially during divorce or after losing a spouse?
How should compensation or a career change shape tax, charitable, and estate planning?

Eva H.

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

Aalap S.

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

Sarah S.

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

Tammy R.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

Rick R.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

Shara A.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.

As a Senior Wealth Advisor at Mission Wealth, Bill Werner works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Bill delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Bill leverages his expertise to provide clients with tailored advice and guidance.

I love helping individuals sort through the various puzzle pieces of their financial life and putting them together in a way that creates a beautiful, cohesive picture. My passion is making complex financial decisions easier so my clients can confidently live their one best financial life. As a CFP®, there's nothing more rewarding than guiding people toward clarity and peace of mind with their finances.

—Bill Werner, Senior Wealth Advisor

Bill’s Frequently Asked Questions

What should I expect when I begin working with Bill as my financial advisor?

Bill focuses on helping clients bring clarity and organization to complex situations so they can move forward with confidence and make decisions aligned with what matters most to them.

Will I work directly with Bill, and who else may support my financial plan?

Mission Wealth is a fiduciary. What does that mean?

How often will we meet and review my financial plan?

Can I work with Bill if I live outside Radnor or my situation is not listed above?

Professional Background

Over Bill’s 18-year career, he has had the privilege of working with high-net-worth retirees and pre-retirees at some of the most respected financial institutions in the country. He began his journey at JP Morgan Chase in Manhattan, where he developed a strong foundation in wealth management. In 2012, Bill relocated to Philadelphia to be with his wife and continued building his expertise at firms including TD Ameritrade, PNC Wealth Management, and, most recently, Vanguard.

Today, as a CFP® at Mission Wealth, Bill brings together nearly two decades of experience to help clients navigate complex financial decisions with confidence. His diverse background across multiple premier institutions has given him unique insights into what truly matters: creating personalized strategies that help you live your one best financial life.

Personal Pursuits

Outside of work, Bill’s greatest joy is spending time with his family. He has been married to his wife Annie since 2012, and together they have two wonderful children—Leo, 11, and Jane, 8—along with their 13-year-old black lab, Luke.

He is actively involved in coaching his kids in lacrosse and football, which allows him to share his love of sports while watching them grow. His family loves traveling together to create lasting memories, and he is also a passionate Buffalo Bills fan. These experiences remind Bill daily what matters most: the people we love and the moments we share with them.

Community Impact

Bill is deeply committed to giving back to his community in meaningful ways. For the past three years, he has coached various youth sports teams in his local community of Haverford, PA —including tackle football, flag football, and lacrosse—helping young athletes develop skills, confidence, and teamwork.

He also actively supports his wife Annie, who serves on the board of the Glendalough Foundation. The foundation’s mission is close to their hearts: providing generous volunteer and financial support to charitable causes that advance Catholic school education and fund the fight against Cystic Fibrosis. These efforts reflect Bill’s belief in investing not just in financial futures, but in the well-being of our community.

Request an introduction to Bill Werner.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Bill Werner and Mission Wealth may be the right fit to support your life and financial goals.

Request an introduction