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.
Awards
RTD Financial is honored to be recognized year-over-year for our work. We are proud winners of the following awards.
DISCLOSURE: RTD Financial has reasonable belief that the surveys used to determine the awards were fair and balanced. RTD Financial did not compensate the survey providers to be included in the surveys. The recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results.
To learn more about joining our team, click here.