RTD Financial Advisors (RTD), a Philadelphia based firm, has acquired Pinnacle Financial Advisors, a financial planning and wealth management firm, for an undisclosed sum.
The combined entity will manage over $1bn in private client and company retirement plan assets.
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It will employ 34 staff with over 45 professional designations, including 16 certified financial planner practitioners and six MBAs.
RTD chairman and CEO Richard Busillo said that Pinnacle’s culture and focus on ‘Bringing Wealth to Life’ aligns perfectly with RTD’s approach to Financial Life Planning.
"Pinnacle’s team of professionals have extensive experience in business succession and tax planning. We are looking forward to expanding our expertise and sharing our collective knowledge for the benefit of all of our clients," Busillo added.
Pinnacle was founded in 1991 by principals Harry Scheyer and Jeff Metz.
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