We Know How to Listen.
At RTD Financial, we know that we can’t effectively manage your finances before getting to know you: your goals, aspirations, and challenges. The value we bring begins with a trained ear for listening.
Our Services
Employer Retirement Plan Solutions
Building Futures, Building Trust
We partner with business owners and executives to design and manage effective retirement programs.
Learn MorePersonal Wealth Management
Bringing Wealth to Life
We help families and individuals navigate financial decisions, developing an evolving plan focused on their unique needs and desires.
Learn MoreNonprofit Investment Management
Build the Bridge to a Greater Impact
RTD Financial works closely with boards and finance committees to develop and maintain high-impact investment plans.
Learn MoreTrust Investment Management
Ensure the Needs & Aspirations of Your Loved Ones
We work closely with individual and corporate trustees to develop and maintain high-impact investment plans.
Learn MoreWe see more than
numbers. We see you.
Personal attention is our trademark. You’ll never compete for our focus, or wonder if we heard what you said. We know how to listen – and relate. We’re financial experts, yes, but also business leaders, employees, parents, partners and passionate citizens.
We have a bold vision for RTD. We want to create a culture where passionate professionals want to work and where clients never want to leave. At the core of our value-driven business is the belief in the art of listening. We have no off-the-shelf solutions, which means that we need to truly understand your unique needs so that we can customize our services, and personalize an experience that is right for you.
News & Ideas
Navigating Loss: Financial First Steps for Surviving Spouses
Losing a spouse or partner is undoubtedly one of the most challenging experiences a person can face. Amidst the waves of emotion and grief, navigating the practical aspects of life, particularly finances, can feel overwhelming. The financial implications of losing a partner can be profound and require careful attention during such an emotionally vulnerable time. […]