Richard  Durso

Richard Durso

| CFP®, AEP®

RTD Financial Advisors, Inc.

(215) 557-3800

Contact Me

Fee-Only Financial Planner serving the Philadelphia, PA area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

Visit Us

30 S 17th St Ste 1620
Philadelphia, PA

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Richard Durso is a Philadelphia, PA Fee-Only Financial Planner serving Philadelphia and all surrounding areas. RTD Financial Advisors, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Richard Durso is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Richard Durso is a Shareholder and Senior Planner with RTD Financial Advisors, Inc.  Mr. Durso graduated from LaSalle College 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, Mr. Durso 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.

Mr. Durso is a contributor for the Journal of Financial Planning and has been quoted by many financial publications including The Wall Street Journal, Kiplinger’s, Financial Planning Magazine, and MSN Money.  Awarded the 2012 Financial Planning Association’s (FPA) President’s Award for outstanding leadership, he is past President and current Chair of the Philadelphia Chapter of the FPA. He is also a member of National Association of Personal Financial Advisors (NAPFA), Philadelphia Estate Planning Council, and Philadelphia Chamber of Commerce.  Mr. Durso, born and raised in Philadelphia, is married with two daughters.  Mr. Durso balances his time with family, financial planning, ice hockey, and an active lifestyle.

Read More...

Philosophy of Independence

We believe in providing unbiased and objective advice based solely on your situation, not on proprietary products or corporate constraints. That’s why we stand by our own declaration of independence and sit on your side of the table. We always look after your best interests, guided by an honest assessment of your needs and goals. Your agenda is our compass.

Fiduciary Excellence

As your fiduciary, we are straightforward in our advice, transparent in our fees, and responsive in our service. We engage in the relentless pursuit of putting you first in everything we do. Our internal checks and balances are reinforced by a certification from the Centre for Fiduciary Excellence (CEFEX). CEFEX provides independent recognition of our firm’s conformity to a defined standard of practice and our trustworthiness as an investment fiduciary.

30-year Heritage

Established in 1983, we have weathered our share of economic storms and financial fads. We have years of experience in balancing traditional values and proven practices with timely insight and flexible approaches to help minimize undue risk and maximize opportunity in any climate. We take a team approach to provide consistent, quality advice and service. One of the original independent advisory firms and a pioneer in Financial Life Planning® services, we remain thought leaders in the financial planning profession.

RTD has been nationally recognized as one of the top advisory firms by numerous publications such as Money Magazine, Worth, Philadelphia Business Journal, and Barron’s.

Read More...