John Hochschwender

CFP®, MBA

RTD Financial Advisors, Inc.

Financial Advisor

John Hochschwender

CFP®, MBA

RTD Financial Advisors, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - John Hochschwender, CFP®, MBA

(215) 557-3800

Fee Only Financial Planner Located in Philadelphia, PA and Serving Clients Nationwide

John Hochschwender is a Philadelphia, PA fee-only financial planner. RTD Financial Advisors, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, John Hochschwender is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

John Hochschwender  is an Executive Vice President/CFO with RTD Financial Advisors, Inc. A Certified Financial PlannerTM practitioner, he received an MBA from Villanova University and a Bachelor’s Degree in Psychology from the University of Pittsburgh at Johnstown.

Starting with The Vanguard Group in 1985, Mr. Hochschwender has worked continuously in the financial services industry. He has been doing comprehensive financial planning since 1993, including investments, retirement planning, college funding, employee benefits, estate, and insurance analysis.

Mr. Hochschwender has been quoted recently in CNBC.com, The American Retirement Initiative and the Price company. He has received the 5 star professional award for wealth management from 2010 to 2014.

Mr. Hochschwender specializes in working with retirees to help them achieve peace of mind about risk, retirement income, and estate planning. He also specializes in working with corporate executives and professionals who want to make the most of their benefit plans and other assets to reach financial independence.

Mr. Hochschwender’s philosophy in working with clients is to be an advisor, consultant, facilitator and friend. Reaching a client’s goals, objectives and dreams is the number one priority.

Mr. Hochschwender served as the president of the Philadelphia Tri-State Financial Planning Association (FPA) in 2010, after serving as the Treasurer for a number of years. The Philadelphia FPA has over 500 members, a 20-member board and runs numerous local education, pro bono, and public awareness events.

In addition, he is a member of the National Association of Personal Financial Advisors (NAPFA). NAPFA is a leading professional association of 2400 Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

John enjoys golf, skiing, hiking and other outdoor sports, balanced with reading and music.

John Hochschwender is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    John Hochschwender is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    John Hochschwender is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact John Hochschwender

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Office Locations:

  • 30 S. 17th St.
    Suite 1620
    Philadelphia, PA 19103
  • 220 W. Gay Street
    West Chester, PA 19380

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