At the core of our value-driven approach is the belief in the art of listening. We have no off-the-shelf solutions, which means that we want and need to truly understand your unique needs, allowing us to personalize an experience that is right for you.

RTD Supports

Our Local Partnerships

With community as one of our core values, we are committed to helping those around us thrive. This, combined with our passion for financial literacy, has driven us to forge meaningful partnerships within our community to create lasting, positive change.

Our community efforts include partnerships with:

Philadelphia School District
Philadelphia Financial Scholars
Junior Achievement of Southeastern Pennsylvania
Temple University's Fox School of Business

Supporting Our Community

Our commitment to our community is also why we established the RTD Charitable Fund and pledge a portion of our revenues to important causes. Quarterly grants are awarded to community organizations that are nominated by our team. The fund also awards matching grants that go to organizations to which our team members have personally contributed.

Awards

RTD Financial is honored to be recognized year-over-year for our work. We are proud winners of the following awards.

InvestmentNews' Best Places to Work for Financial Advisors
Philadelphia Business Journal's Best Places to Work
CNBC FA 100
Financial Times Top Financial Advisers
AdvisoryHQ Top Ranked Financial Planning Firm
NAPA Top DC Advisor Team

To learn more about joining our team, click here.