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Christopher Vassallo
RTD Financial
Annual fee range: $7,500+
RTD Financial is an independent, employee-owned wealth management firm providing comprehensive financial planning and investment management to individuals and families, employer retirement plans, trusts, and nonprofit organizations. As fiduciaries, we combine deep expertise with a highly personal approach, helping our clients navigate complexity, make informed decisions, and use their financial resources to support what matters most. Whether you're a family building toward retirement, an employer who genuinely wants your people to thrive, a trustee responsible for someone else's future, or a nonprofit board stewarding a mission, our relationship begins the same way-with you. It's been the foundation of our firm for more than four decades.
