• 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.

  • 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.

  • 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.