Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations. Our firm offers Personal Wealth Management, Employer Retirement Plan Solutions, Trust Investment Management, and Nonprofit Investment Management. 

Our philosophy is based on the following core principles:

1) As fiduciaries, we’re always acting in your best interest; our advice is objective, and our fees are clear and transparent.

2) In order to effectively manage your finances we need to get to know you: your goals, aspirations, and challenges.

Personal attention is our trademark. Our service, expertise, and advice enable you to focus on what matters most to you. Contact us today to begin a conversation.

RTD Financial has offices in Philadelphia, South Jersey, the Main Line and Chester County, in addition to an office in Atlanta. 

Please note that when sharing third party article the information contained has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed.

*RTD Financial is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where RTD Financial and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.

RTD Financial

Jeff Weiand

This department focuses on providing strategic financial advice and analysis to help individuals and organizations achieve their financial goals.

Financial Planning

This department provides personalized financial planning and advisory services to clients to help them manage and grow their wealth.

Wealth Management

This department focuses on managing client relationships and ensuring customer satisfaction.

Client Services

This department focuses on analyzing operational processes and conducting investment research to inform strategic decision-making.

Operations and Research

This department manages and oversees the organization's retirement plans and related services for employees.

RTD Financial

Org chart

Teams

Financial Planning

Wealth Management

Client Services

Operations and Research

Retirement Services

Offices

RTD Financial

Org chart

Teams

Financial Planning

Wealth Management

Client Services

Operations and Research

Retirement Services

Offices

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