RTD Financial

RTD Financial is a financial planner in Philadelphia, PA, located at 30 S 17th St Suite 1620. It holds a rating of 5.00 based on customer reviews. The firm partners with business owners and executives to design and manage effective retirement programs, helping employees build a solid foundation for their future. It helps families and individuals navigate financial decisions by developing evolving plans focused on unique needs and desires. RTD Financial also works closely with boards and finance committees to develop and maintain high-impact investment plans, and collaborates with individual and corporate trustees to create strategies for beneficiaries.

Founded in 1983 by Roy T. Diliberto, the firm operates as a fiduciary, legally bound to put client interests first and accountable to the Securities and Exchange Commission, the Department of Labor, and the Center for Fiduciary Excellence. Its advice is objective, with pricing that is clear and transparent, and is never influenced by proprietary products, commissions, or corporate restraints. The team consists of three RTD experts working directly with clients, supported by thirty more who offer specialized insights as needed. This structure aims to balance the personal touch of a boutique firm with the depth of resources to address complex needs. The firm’s principals and employees invest in the same strategies alongside their clients.

RTD Financial has earned the AARP BankSafe Trained Seal after its frontline staff completed AARP’s BankSafe training. The firm utilizes a six-step process that is both proactive and agile, tailored to each client and constantly evaluated. It offers services including trust investment management, non-profit investment management, personal wealth management, and employer retirement plan consulting. The team includes professionals with diverse backgrounds and specialties, such as financial planners, portfolio managers, and tax planning directors. The firm also established the RTD Charitable Fund, pledging a portion of its revenues to community organizations nominated by its team.

The firm is recognized for its positive rating from the customers who have reviewed it. It has been named one of Philadelphia Business Journal's Best Places to Work on several occasions. The firm has served the Philadelphia and surrounding region for over four decades, evolving from its founding mission to deliver purely objective financial advice.

RTD Financial brings decades of fiduciary experience and a personalized, listening-first approach to financial planning in Philadelphia.

Located at 30 S 17th St Suite 1620 in Philadelphia, the firm is situated near Market Street and close to landmarks such as John F. Collins Park and The Shops at Liberty Place.

BizScoreAI gives RTD Financial a technical score of 93 out of 100, ensuring the website is secure and readable for search engines. The business also receives an authority score of 75 out of 100, which helps AI assistants and search engines recognize the firm as a trustworthy source.

Services:

• Employer Retirement Plan Solutions
• Nonprofit Investment Management
• Personal Wealth Management
• Trust Investment Management