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About RTD Financial
RTD Financial is a fee-only financial advisory firm based in Philadelphia, focusing on comprehensive wealth management and retirement planning. The firm operates under a Life-Centered Planning philosophy, prioritizing clients' aspirations and life experiences. Established with a commitment to fiduciary responsibility, RTD Financial emphasizes long-term relationships and personalized strategies tailored to individual life goals.
The firm offers a range of services, including personal wealth management, employer retirement plan solutions, trust investment management, and nonprofit investment management. RTD Financial employs a flat fee structure to avoid conflicts of interest and follows a proactive six-step process for planning and implementation. Their team integrates advanced technology for effective financial management and decision-making.
RTD Financial serves business owners, corporate executives, medical professionals, and heirs of estates, focusing on clients who seek financial freedom and fulfillment. The firm values philanthropy, education, and client empowerment, aiming to help clients navigate financial complexities and achieve their life goals.
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