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Established formal RTD University and mentorship program
Continuing on our path of further education and personal growth.
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Invested in technology to expand our virtual capabilities
Enhanced our capability to service clients anywhere.
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Celebrated our 35th Anniversary Gala Event
Hosted at the Barnes Foundation to thank our clients, strategic partners and employees.
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Formalized our Trust & Non-Profit Services
To deliver expanded fiduciary services beyond investment management by incorporating financial planning analysis.
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Acquired Pinnacle Financial Advisors, LLC
To continue to expand our knowledge and expertise inorganically, and add a talented team of professionals.
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Committed to investing in annual education and growth for all employees
Placing a priority on education and personal growth.
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Established the RTD Charitable Fund
To coordinate and consolidate our philanthropic efforts as a firm.
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Acquired Financial Vision Advisors
To expand our knowledge and expertise inorganically.
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Pioneered Flat Fee approach for client advisory fees
Driven to further mitigate or eliminate conflicts of interest.
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Formalized and expanded our Employer Retirement Plan Services
Helping deliver our fiduciary approach to employer retirement plans.
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Early adopter of asset location, tax harvesting and opportunistic rebalancing
Committed to investing in technology to execute our investing approach efficiently and effectively
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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.
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Established a Client Advisory Board
To be the voice of our clients so we can continually improve.
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Implemented a long-term equity ownership succession & advisor continuity plan
Leadership commits to ensuring RTD is around for perpetuity.
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Established our paid Internship program
Committed to helping students gain experience.
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Pioneered the Fee-Only compensation model
Driven to mitigate or eliminate conflicts of interest.
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Launched our Company Retirement Plan Services
To support the needs of our emerging business owner clients.
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Opened headquarters in Philadelphia
Committed to establishing roots in the Philadelphia and it's surrounding region.
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RTD Financial Advisors, Inc. was incorporated
Inspired by knowing there was a better way to deliver independent, objective financial advice.
