About My Practice
RTD Financial Advisors, Inc. is an independent financial life planning firm, and maintains its headquarters in Philadelphia, Pennsylvania, with offices in Bonita Springs, Florida, West Chester, Pennsylvania, and Mount Laurel, New Jersey.
We provide holistic financial life planning and asset management services for professionals, business owners, retirees and other affluent individuals. We have a unique discovery process that helps our clients focus on the goals that are most important to them. Our firm's purpose is to "Improve the Quality of Our Clients Lives". We do that by helping them to avoid anxiety over money issues. Our flat retainer fee includes all services, including investment management. Our minimum quarterly retainer is $2,500.
Our professional associates hold the following degrees and designations: Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Master of Business Administration (MBA). Roy Diliberto is one of only 29 advisors named by both Worth & Money magazines as one of the best financial advisors in America. He was also named as one of the "120 Best Financial Planners for Doctors". Barrons named him one of the "Top 100 Independent Financial Advisors" in the United States.
Mr. Diliberto has been in Financial Services for 40 years and is Founder and Chairman of RTD Financial Advisors, established in 1983. In addition to his service to his clients, he has been a leader of the financial planning profession. He has served as National President of the Financial Planning Association, and on the Advisory Boards of both Charles Schwab and TD Waterhouse.The author of a popular book for financial advisors, "Financial Planning - The Next Step", he writes an bi-monthly column for Financial Advisor Magazine and is a frequent speaker at financial planning meetings and seminars.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CLU
Considerations: Minimum Fee is $2,500 quarterly
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.