What departments does RTD Financial have?

RTD Financial has employees across 5 departments including Finance, Business Development, Support, Operations, Program & Project Management.

What is the largest department at RTD Financial?

The largest department at RTD Financial is Finance with 4 employees.

Where are RTD Financial employees located globally?

RTD Financial has employees across 3 continents and 6 countries including China, India, Pakistan, France, United States Of America.

How has RTD Financial's team size changed over time?

RTD Financial's team has decreased from approximately 48 to 47 employees based on available data.

RTD Financial Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

RTD Financial is a mid-sized financial services firm based in Philadelphia, operating since 1983. It provides a range of advisory and investment-management services, including Personal Wealth Management, Employer Retirement Plan Solutions, Trust Investment Management, and Nonprofit Investment Management. The firm delivers objective guidance with transparent fees and prioritizes a deep understanding of each client's goals and challenges through personal, attentive service.

Its footprint extends across the Philadelphia region with additional offices in South Jersey, the Main Line, Chester County, and Atlanta. As a registered investment adviser, RTD Financial offers advisory services to clients or prospective clients where licensed or exempt from licensure. In 2024, RTD Financial was recognized as a Top DC Advisor Team.

RTD Financial Global Highlights

North America
68

United States Of America
67
Mexico
1

Asia
3

China
1
India
1
Pakistan
1

Europe
1

France
1

RTD Financial's Leadership

M. G.
Vice President And Senior Planner
Mobile Phone
Email
S. A.
President
Mobile Phone
Email
W. G. L.
Shareholder, Senior Wealth Manager & Director Of Professional Development
Mobile Phone
Email
J. G.
Director Of Business Development/Senior Financial Planner
Mobile Phone
Email
K. Y.
Senior Client Service Associate
Mobile Phone
Email
M. S.
Financial Planner
Mobile Phone
Email
G. M.
Financial Planner
Mobile Phone
Email
M. D.
Operations Project Specialist
Mobile Phone
Email

RTD Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Legal
Other

Contact profiles from RTD Financial

Name

Title

Contact

Location

Last Update

S. A.
President
Mobile Phone
Email
Oct 23, 2024
M. G.
Vice President And Senior Planner
Mobile Phone
Email
Oct 23, 2024
W. G. L.
Shareholder, Senior Wealth Manager & Director Of Professional Development
Mobile Phone
Email
Jun 29, 2026
J. G.
Director Of Business Development/Senior Financial Planner
Mobile Phone
Email
Oct 23, 2024
K. Y.
Senior Client Service Associate
Mobile Phone
Email
Oct 27, 2025
M. S.
Financial Planner
Mobile Phone
Email
Jun 23, 2026
G. M.
Financial Planner
Mobile Phone
Email
Jun 29, 2026
M. D.
Operations Project Specialist
Mobile Phone
Email
Sep 18, 2026
B. K.
Sale Game Dealer
Mobile Phone
Email
Oct 23, 2024
L. C.
Client Service Coordinator
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is RTD Financial known for?

RTD Financial was founded in 1983 and operates in the Financial Services industry. You can contact RTD Financial's main corporate office by phone at

+1-215-557-****

. Explore RTD Financial's company overview page for more information.

What is RTD Financial's most common email format?

RTD Financial employees' email format typically follows the pattern of FLast@rtdfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more RTD Financial email formats with LeadIQ.

How many employees does RTD Financial have currently?

RTD Financial has approximately 60 employees as of September 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are RTD Financial's key employees and leadership?

As of September 2026, RTD Financial's key employees include:

Vice President And Senior Planner: M. G.
President: S. A.
Shareholder, Senior Wealth Manager & Director Of Professional Development: W. G. L.
Director Of Business Development/Senior Financial Planner: J. G.
Senior Client Service Associate: K. Y.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

RTD Financial Employee Directory

Find RTD Financial employees' phone numbers or email addresses

Name search is limited — try advanced search instead