RTD Financial Advisors Inc

Man Hyung Hahn is a CFP® professional with five years of experience in the financial industry. He has been with RTD Financial Advisors Inc. since 2013 and previously worked at Intuit from 2018 to 2019. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm focuses on life-centered financial planning and personalized investment management through an asset-allocation driven approach, offering both discretionary and non-discretionary services along with specialized fiduciary consulting for employer retirement plans.

Jeffrey Weiand is a CFP® professional with 34 years of industry experience. He has been with RTD Financial Advisors, Inc. in Philadelphia, PA since 1985. RTD Financial Advisors serves individuals, families, and a range of institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm focuses on life-centered financial planning, personalized investment management, and fiduciary consulting using an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Maxine Shevlin is a CFP® and holds a Series 65 license, currently associated with RTD Financial Advisors Inc. She has experience at RTD Financial Advisors and WMS Partners dating back to 2018. RTD Financial Advisors serves individuals, families, and institutional clients including pension plans and non-profits. The firm focuses on life-centered financial planning and personalized investment management, offering discretionary and non-discretionary services with an asset-allocation driven approach and plan-level fiduciary services.

Jacob Carroll is a financial advisor at RTD Financial Advisors Inc in Philadelphia, PA, holding a Series 65 designation. He has been with RTD Financial Advisors since 2023 and has prior work experience in the hospitality industry. RTD Financial Advisors serves individuals, families, and institutional clients including pension and retirement plans, trusts, and non-profits. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting with an asset-allocation driven approach and ongoing portfolio monitoring.

Stephen Horstmann is a CFP®-designated financial advisor at RTD Financial Advisors Inc with three years of industry experience. He has worked at RTD Financial Advisors Inc since 2022 and previously at BlueSky Wealth Advisors, LLC. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm provides life-centered financial planning, personalized investment management, and fiduciary consulting with an asset-allocation driven approach and ongoing monitoring.

Gregory Young is a financial advisor at RTD Financial Advisors Inc with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RTD Financial Advisors since 2016. RTD Financial Advisors serves individuals, families, and a variety of institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm provides life-centered financial planning, personalized investment management, fiduciary and non-fiduciary consulting for employer retirement plans, and investment consulting for trusts and non-profits, using an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Brent Zacok is a CFP® professional with four years of experience, currently serving at RTD Financial Advisors Inc in Philadelphia, PA. He has been with RTD Financial Advisors since 2015. RTD Financial Advisors serves individuals, families, and a variety of institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, with a focus on individualized investment policy statements and an asset-allocation driven approach.

Irene Giman is a CFP® and CFA® with 13 years of industry experience. She has worked at RTD Financial Advisors Inc since 2016 and has been involved with Power Wellness since 2009. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm focuses on life-centered financial planning and personalized investment management using an asset-allocation driven approach with ongoing monitoring and tax-aware management.

William Love is a CFP® with 20 years of industry experience, currently serving at RTD Financial Advisors Inc since 2018. He previously worked at The Marshall Financial Group, Inc. and WM. L. Marshall & Associates. He serves as President of the Financial Planning Association Philadelphia Tri-State chapter, overseeing chapter operations and leadership since 2017. Additionally, he owns a professional coaching business. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, and non-profits. The firm provides life-centered financial planning, personalized investment management, and fiduciary consulting, using an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Marc Labadie is a CFP® professional with 19 years of industry experience. He has been with RTD Financial Advisors Inc in Philadelphia, PA since 2006. RTD Financial Advisors serves individuals, families—including high-net-worth clients—and a variety of institutional clients such as pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, with an investment approach focused on individualized policy statements, asset allocation, and ongoing portfolio oversight.

Mitchell Metz is a CFP® with 24 years of industry experience, currently serving as a financial advisor at RTD Financial Advisors Inc since 2016. He holds the Series 63 designation and is based in Philadelphia, PA. RTD Financial Advisors serves individuals and families, including high-net-worth clients, as well as institutional clients such as pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm focuses on life-centered financial planning and personalized investment management using an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Nicole Offerman is a financial advisor at RTD Financial Advisors Inc with 18 years of industry experience. She holds the Series 66 designation and has worked at RTD Financial Advisors since 2018. Prior to that, she was associated with Innovative Investment Fiduciaries, LLC and Innovative Benefit Planning, LLC, where she also serves as an account executive in employee benefit and financial services. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, and non-profits. The firm employs a life-centered financial planning approach with personalized investment management and fiduciary consulting, emphasizing asset allocation, tax-aware management, and comprehensive reporting.

Molly Baker is a CFP® professional with three years of experience at RTD Financial Advisors Inc in Philadelphia, PA. Her career has been entirely with RTD Financial since 2018, following seven years as a student. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans, trusts, non-profits, and corporations. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, using an asset-allocation driven approach with ongoing monitoring and tax-aware management.

Richard Durso is a CFP® with 17 years of experience at RTD Financial Advisors Inc in Philadelphia, PA, where he has worked since 2009. He holds Series 63 and Series 66 licenses. Outside of his financial advisory role, he has served as the head coach of the Drexel University women's ice hockey team since 2001. RTD Financial Advisors serves individuals, families, and institutional clients including pension and ERISA-covered retirement plans. The firm offers life-centered financial planning, personalized investment management, and fiduciary consulting, emphasizing individualized investment policies and asset allocation with ongoing monitoring and tax-aware management.

Gavin Maurer is a CFP® affiliated with RTD Financial Advisors Inc in Philadelphia, PA, with experience beginning in 2022 at various RTD entities. Prior to his financial advisory roles, he worked at Bent Creek Country Club from 2018 to 2022. RTD Financial Advisors serves individuals, families, and institutional clients, offering life-centered financial planning, personalized investment management, and fiduciary consulting for retirement plans and trusts. The firm employs an asset-allocation driven approach with ongoing monitoring and emphasizes fiduciary services for pooled employer plans and institutional retirement plans.