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.

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Personal 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.

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Nonprofit 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.

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Trust 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.

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We 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.

Where to Begin When Saving for Your Child or Grandchild’s Education

Where to Begin When Saving for Your Child or Grandchild’s Education

As financial planners when one of us announces they’re expecting a baby congratulations are often followed by, “so when are you opening a 529 educational savings account?” College education is a big decision that we all have different takes on. Some people want to fully cover costs for their children, while others envision for it […]

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Where to Begin When Saving for Your Child or Grandchild’s Education

Let’s Connect

Our service, expertise and advice enable you to focus on what matters most to you. Are you ready?

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