Richard Durso

CFP®, AEP®

RTD Financial Advisors, Inc.

Financial Advisor

Richard Durso

CFP®, AEP®

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. - Richard Durso, CFP®, AEP®

(215) 557-3800

Fee-Only financial planner located in Philadelphia, PA, serving clients locally and across the country

Richard Durso 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, Richard Durso is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Richard Durso 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

  • Certified Financial Planner (CFP)
    Richard Durso 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.

  • National Association of Personal Financial Advisors (NAPFA)
    Richard Durso 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.

Contact Richard Durso

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Office Locations:

  • 30 S 17th St Ste 1620
    Philadelphia, PA

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