-
RTD Financial Advisors, Inc. was incorporated
Inspired by knowing there was a better way to deliver independent, objective financial advice.
-
Opened headquarters in Philadelphia
Committed to establishing roots in the Philadelphia and it's surrounding region.
-
Launched our Company Retirement Plan Services
To support the needs of our emerging business owner clients.
-
Pioneered the Fee-Only compensation model
Driven to mitigate or eliminate conflicts of interest.
-
Established our paid Internship program
Committed to helping students gain experience.
-
Implemented a long-term equity ownership succession & advisor continuity plan
Leadership commits to ensuring RTD is around for perpetuity.
-
Established a Client Advisory Board
To be the voice of our clients so we can continually improve.
-
Pioneered the Life-Centered approach to financial planning
Inspired the shift to focus on not just money alone, but on what matters most - living your best life with the money you have.
-
Early adopter of asset location, tax harvesting and opportunistic rebalancing
Committed to investing in technology to execute our investing approach efficiently and effectively
-
Formalized and expanded our Employer Retirement Plan Services
Helping deliver our fiduciary approach to employer retirement plans.
-
Pioneered Flat Fee approach for client advisory fees
Driven to further mitigate or eliminate conflicts of interest.
-
Acquired Financial Vision Advisors
To expand our knowledge and expertise inorganically.
-
Established the RTD Charitable Fund
To coordinate and consolidate our philanthropic efforts as a firm.
-
Committed to investing in annual education and growth for all employees
Placing a priority on education and personal growth.
-
Acquired Pinnacle Financial Advisors, LLC
To continue to expand our knowledge and expertise inorganically, and add a talented team of professionals.
-
Formalized our Trust & Non-Profit Services
To deliver expanded fiduciary services beyond investment management by incorporating financial planning analysis.
-
Celebrated our 35th Anniversary Gala Event
Hosted at the Barnes Foundation to thank our clients, strategic partners and employees.
-
Invested in technology to expand our virtual capabilities
Enhanced our capability to service clients anywhere.
-
ESG portfolio options added to Investment Management Services
ESG portfolio options were added to our Investment Management Services.
-
Established formal RTD University and mentorship program
Continuing on our path of further education and personal growth.
-
Named to Philadelphia Business Journal’s Best Places to Work
RTD Financial was named one of Philadelphia Business Journal's Best Places to Work. RTD has been honored with this award on several occasions from various publications.
