RTD Financial

Expert Advisors, But People First.

Financial planner in West Chester, PA (show on map)

RTD Financial offers personalized wealth management, employer retirement plan solutions, trust investment management, and nonprofit investment management with a focus on client-centric service.

Call (215) 557-3800

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About

RTD Financial, established in 1983, is a leading fiduciary wealth management firm specializing in personalized wealth management, employer retirement plan solutions, trust investment management, and nonprofit investment management. The firm is committed to ethical practices, client advocacy, and community engagement, with a history of innovation and recognition for excellence in financial advisory services.

Fee-only compensation model

Life-centered financial planning

Fiduciary commitment

Community engagement

Philanthropic initiatives

Services

Personal Wealth Management

Helps families and individuals navigate financial decisions, developing an evolving plan focused on their unique needs and desires.

Client-centric approach Life-centered financial planning Fee-only compensation model

Employer Retirement Plan Solutions

Partners with business owners and executives to design and manage effective retirement programs.

Fiduciary oversight Customized retirement solutions Compliance and administration

Trust Investment Management

Works closely with individual and corporate trustees to develop and maintain high-impact investment plans.

Fiduciary duty Customized investment strategies Regular performance reporting

Nonprofit Investment Management

Works closely with boards and finance committees to develop and maintain high-impact investment plans for nonprofits.

Mission-aligned investing Impact reporting Low-cost investment vehicles

Credentials & Certifications

CEFEX Logo (circle)

EOS Badge

AARP BankSafe Trained Seal

Since 2023

Frequently Asked Questions

What is RTD Financial's approach to financial planning? +

RTD Financial uses a life-centered approach to financial planning, focusing on what matters most to clients beyond just money, ensuring personalized and meaningful financial strategies.

How does RTD Financial ensure fiduciary responsibility? +

RTD Financial is a fiduciary, always acting in clients' best interests. They are trained, certified, and annually audited on fiduciary practices, with firm-wide implementation of recommended strategies.

What distinguishes RTD Financial's retirement plan solutions? +

RTD Financial offers customized retirement solutions with fiduciary oversight, tailored to business owners and executives, ensuring effective retirement program design and management.