It All Starts with You

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 to you begins with a trained ear for listening, and continues with these principles that make us a leading and nationally recognized wealth management firm.

3 Backed By 30

Your team includes three RTD experts, working with you directly. Thirty more back them up, offering specialized insights as needed. This is how we strike a balance between providing the personal touch of a boutique firm, while possessing the depth of resources to address complex needs.

The Right People

We attract and develop top talent. This commitment to our people ensures you’re not only getting a financial expert, but a tireless advocate for your future.

Your Team

Trained and Certified Fiduciaries

We’re fiduciaries, always acting in your best interest. Our advice is objective, and our pricing is clear and transparent. We believe deeply in this responsibility to our clients, and our team is trained, certified, and voluntarily audited on an annual basis on our fiduciary practices. We also live this commitment firm-wide and implement what we recommend: our firm principals and employees invest in the same strategies alongside our clients.

40 Years and Counting

Founded in 1983, our team has the experience needed to guide our clients through any economic climate. We’re able to balance traditional values and proven practices with timely insights and cutting edge strategy. Our commitment to evolving and adapting to the needs of our clients ensures we will remain your trusted advisors for years to come.

These Standards Never Waver:

Tireless advocacy for clients
Ethical practice standards
Exceptional client service
Developing and retaining great talent
Continued professional growth
Engaging with our community
On Your Side of the Table

Fiduciary in Action

We’re fiduciaries – and we’d have it no other way. We’re legally bound to put your interests’ first. We’re accountable to the Securities and Exchange Commission (SEC), the Department of Labor (DOL), and independent groups like the Center for Fiduciary Excellence (CEFEX). You can rest easy knowing that our advice is never influenced by proprietary products, commissions, or corporate restraints.

Let’s Connect

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

Contact Us Now