Our firm was founded on the principles of integrity, professionalism and exceptional client service. We are also deeply committed to continuous improvement. Our dedication to doing what is best for our clients prompted us to engage CEFEX, the Centre for Fiduciary Excellence, of Broadridge Fi360 Solutions, to audit our processes.

For the last 12 years, we have voluntarily undergone rigorous annual assessments to ensure we meet CEFEX’s standards. After once again going through the audit this year and carefully evaluating our procedures, we are proud to share with you that RTD Financial has earned the CEFEX certified Investment Advisor designation again. This makes us the longest running CEFEX certified firm in New Jersey and second-longest running in Pennsylvania.

This certification signifies our commitment to uphold the highest level of fiduciary care and that has a direct impact on you.

CEFEX is an independent global assessment and certification organization. It works with industry experts to provide comprehensive assessment programs designed to improve the fiduciary practices of investment advisors, stewards (retirement plans, foundations and endowments, etc.), investment managers, and other financial service providers. CEFEX confers a formal certification for those firms that are willing to undergo an independent audit and able to demonstrate that they fully conform to high standards which are substantiated in case law and fiduciary best practices.

At RTD Financial, we follow well-defined processes, grounded in best practices, so that we can make sound, objective, and consistent decisions in service to our clients.  CEFEX certification offers testament to the fact that we understand the importance of paying close attention to everything from high level strategies and policies all the way down to the details of our business practices. The CEFEX Mark seeks to make our clients confident that we are worthy of their trust.

We wanted to share news of the important recognition of our commitment to fiduciary excellence and continuous improvement.  CEFEX certification is yet another way we tangibly demonstrate that serving our clients’ best interests is our highest priority.


About CEFEX®:

CEFEX®, Centre for Fiduciary Excellence, a division of Broadridge Fi360 Solutions, is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, recordkeepers, administrators and managers. Learn more at www.cefex.org.

CEFEX and RTD Financial are separate, unaffiliated entities.