RTD Financial Advisors Recognized for Fiduciary Excellence
PHILADELPHIA & ATLANTA--(BUSINESS WIRE)--RTD Financial Advisors, Inc., a nationally recognized fee-only financial planning and investment advisory firm, has received certification by the Centre for Fiduciary Excellence (CEFEX) for adhering to the global standards of a fiduciary and awarded the “Investment Advisory Certification.”
Certification by the Centre for Fiduciary Excellence is a demonstration of adherence to all fiduciary practices as defined by an independent accreditation process. A CEFEX certified Investment Advisory firm is an acknowledged fiduciary to its clients and assumes responsibilities as defined in ERISA §3(38) for retirement plans.
“This certification provides further assurance to our clients that RTD Financial Advisors is committed to meeting and documenting our pledge to provide financial planning and investment advisory services at the highest fiduciary standards,” said Jeff A. Weiand, CFP®, AIF®, executive vice president of RTD. Mr. Weiand continued by explaining that “many financial planners, money managers, and wealth advisors talk about fiduciary responsibility, but very few truly embrace the concept or certify their process.”
Richard J. Busillo, CFP®, AIF®, RPA, President of RTD, said, “The successful completion of the independent audit is an extraordinary indication of our firm’s accountability to clients. As a fiduciary, earning the trust of clients when managing their financial matters or their company’s 401(k) Plan is absolutely critical. The CEFEX certification shows our firm’s commitment to employing the best processes regarding our fiduciary responsibility to our clients. These processes allow us to help Plan sponsors navigate the confusing regulatory environment and provide them with the unbiased resources necessary to make the right financial decisions for their employees. We are very proud to have received this measure of recognition from CEFEX.”
The annual certification process involves both on and off-site detailed assessment and confidential reviews of an organization's practices by an independent Accredited Investment Fiduciary Analyst (AIFA). The process uses the ISO 19011 audit standard, an internationally recognized standard for testing process management systems. The assessment is documented by the AIFA and is reviewed by the CEFEX Registration Committee, comprised of independent fiduciary experts.
About RTD Financial Advisors, Inc.:
RTD Financial Advisors offers Financial Life Planning™ to individuals and families and 401(k) investment advisory services to retirement plans. It also provides investment portfolio design and management, cash flow analysis, advanced estate planning, educational planning, and sophisticated retirement plan design.
RTD is consistently recognized among the best financial planners in the Philadelphia Region and is regularly listed as a top financial advisor by numerous publications, including Barron’s, Medical Economics, Financial Planning Magazine, and The Philadelphia Business Journal. Additionally, Financial Advisor magazine named the firm to their fastest growing Registered Investment Advisor (RIA) list for 2011.
Founded in 1983, RTD Financial Advisors, Inc. maintains its headquarters in Philadelphia, with offices in West Chester, PA; Mt. Laurel, NJ; Bonita Springs, FL; and Atlanta, GA.
The Centre for Fiduciary Excellence, LLC. is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to promote fiduciary best practices. It certifies investment stewards, advisors, fiduciary advisers (PPA), managers, ASPPA recordkeepers and administrators, and investment support services firms. CEFEX has offices in Toronto, Canada, and Pittsburgh, PA.
ContactsRTD Financial Advisors, Inc.
Alan Brecher, 800-893-4725