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.
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.
35 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:
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.