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rtdfinancial.com

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About RTD Financial Advisors

RTD Financial Advisors, established in 1983, provides fee only, independent, comprehensive financial planning and investment advisory services to individuals, families and retirement plan sponsors.

RTD Financial Advisors Headquarter Location

30 S. 17th Street Suite 1620

Philadelphia, Pennsylvania, 19103,

United States

215-557-3800

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Latest RTD Financial Advisors News

RTD Financial Advisors Acquires Pinnacle Financial Advisors

Mar 1, 2016

March 01, 2016 10:00 AM Eastern Standard Time PHILADELPHIA--( BUSINESS WIRE )--RTD Financial Advisors, Inc. (RTD), a Philadelphia based firm, has acquired Pinnacle Financial Advisors, LLC of Marlton, NJ and Bala Cynwyd, PA. The combined firm will have 34 employees with over 45 professional designations, including 16 CERTIFIED FINANCIAL PLANNER™ practitioners and six MBAs. The firm will manage over $1 billion in private client and company retirement plan assets. Richard J. Busillo, Chairman and CEO of RTD, says Pinnacle’s culture and focus on “Bringing Wealth to Life” aligns perfectly with RTD’s approach to Financial Life Planning™. The firms also share a similar investment approach and philosophy. Pinnacle is an independent, fee-only financial planning firm founded in 1991 by Principals Harry Scheyer and Jeff Metz. “Pinnacle’s team of professionals have extensive experience in business succession and tax planning. We are looking forward to expanding our expertise and sharing our collective knowledge for the benefit of all of our clients.” About RTD Financial Advisors, Inc: 2016 marks RTD’s 33rd year in business. Founded in 1983, RTD maintains its headquarters in Philadelphia, PA with offices in West Chester, PA; Johnstown, PA; Atlanta, GA; Mt. Laurel, NJ; and Bonita Springs, FL. To learn more about RTD visit:  www.RTDFinancial.com  or email  info@RTDFinancial.com . Contacts

RTD Financial Advisors Acquisitions

1 Acquisition

RTD Financial Advisors acquired 1 company. Their latest acquisition was Pinnacle Financial Advisors on March 01, 2016.

Date

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Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

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3/1/2016

Acquired

1

Date

3/1/2016

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Companies

Valuation

Total Funding

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Acquired

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1

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