Richard Durso is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at RTD Financial Advisors in Philadelphia, PA and the surrounding communities.
RTD Financial Advisors, Inc. is an independent financial life planning firm headquartered 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. At RTD, we have a very simple mission: "With unrelenting passion, RTD's mission is to help our clients achieve financial freedom so they may experience balanced and fulfilling lives." We do this through a process called Financial Life Planning: Discover, Plan, LiveTM. Our flat retainer fee includes all services, including investment management. Our minimum quarterly retainer is $2,500.
It is our policy to offer a free one-hour consultation to prospective clients. During this consultation meeting, you will have the opportunity to explore our ability to meet your particular needs. We encourage frank, open questions about the financial life planning process, such as how it might benefit you, what it involves and how much it will cost.
Richard Durso is the Director of Financial Planning and a Financial Planner with RTD Financial Advisors, Inc. He graduated from LaSalle High School and St. Joseph’s University (BS in Business Management and MBA in Finance) and has earned the Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), and Accredited Estate Planner (AEP®) designations. With more than 15 years of professional experience in financial planning and investment management, Richard ensures that family wealth and values are passed down to future generations through proper planning. His passion is to help remove financial worry from his clients by developing a plan based upon each client’s life goals and unique situation.
Mr. Durso is a contributor for the Journal of Financial Planning and has been quoted by financial publications such as The Wall Street Journal, Kiplinger’s, and MSN Money. As director of education and board member for the Philadelphia Chapter of the Financial Planning Association (FPA), he was awarded the 2012 FPA President’s Award for outstanding leadership. Mr. Durso is the President-elect for the FPA’s Philadelphia Chapter for 2014 and will serve as President in 2015. He is also a member of National Association of Personal Financial Advisors (NAPFA) and the Philadelphia Estate Planning Council.
Is financial infidelity really “the new normal1?” With 31 percent of couples who share finances indicating that they have been deceptive about...
Read More >
There are few challenges more difficult than going through divorce and having a special needs child. As a divorced, single parent of a...
Read More >
Retirement can be daunting to figure out, because the implications of your choices tend to get magnified. A market drop or negative health...
Read More >
With college tuition rates ever on the rise, today’s students of higher learning are coming face-to-face with the prospect of looming student...
Read More >
You have all your tax documents in front of you and they look much the same as in prior years except for the report from your broker on those...
Read More >
Much of the personal finance industry is focused on investing, but it’s also important to know how to be a better saver and spender. For many...
Read More >
I was speaking to a friend the other day who just had her first child at the age of 40. We were discussing the many changes in lifestyle she...
Read More >
One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
Read More >
The Problem/GoalIsabella Ryan and Ethan Sloane have plans on getting married, some day. But in the meantime, they want to get their financial...
Read More >
If you've recently graduated from college, you most likely will earn more money than ever before. By the same token, you'll enter the workforce...
Read More >
