Culture & Community

The Art of Listening

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.

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.

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.

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if RTD Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, RTD Financial did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of RTD Financial by any of its clients.

PLEASE NOTE: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if RTD Financial is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of RTD Financial by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.