Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Kevin Paul

170 North Radnor-Chester Road
Radnor, PA 19087

Tel: 484.445.0547



Areas of Focus

  • Trust and estate taxation
  • Financial planning
  • Investment management
  • Individual taxation


Widener University - Chester, Pennsylvania
  • Bachelor of science degree in accounting
  • Master of science degree in taxation with a concentration in personal financial planning

Kevin Paul, CPA, MST


Kevin Paul is a partner in the firm’s tax practice, specializing in individual, family entity, trust, estate, and gift tax compliance, planning, and consulting for high-net-worth individuals and their families.  An experienced and knowledgeable financial planner, he assists various types of businesses and individuals with financial, insurance, and investment management planning consulting services.

  • Certified Public Accountant
  • Master of Taxation
  • Series 65 License
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Pennsylvania Institute of Certified Public Accountants (PICPA) - Member