Jeff Metz (AAMS, BS, CFP®, MST)

Jeff Metz focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Divorce Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Medical Professionals

Planning Specialties

RTD provides fee-only financial planning, tax planning and investment management services to over 400 clients and their families.  RTD is a fiduciary with respect to implementation and counseling in the areas of cash management, income tax minimization, estate planning, charitable giving, lifetime gifts and investment management.  Jeff focuses on counseling clients through major life transitions, including the sale of businesses, divorce, retirement and the death of a loved one. Jeff is dedicated to providing a compassionate and caregiving financial counseling approach that results in a higher degree of client success and life satisfaction.  Jeff creates a safe environment for communication free of conflicts to promote supportive conversations. With this counseling, clients can improve their financial decision making together.

Additional Information

Jeff, a native of Cherry Hill,  has lived in Lower Merion Township outside of Philadelphia with his wife and three children since 1995.  Jeff graduated from Case Western Reserve University with a degree in Chemical Engineering and began his career in financial and energy usage analysis at Diamond Shamrock in Dallas, Texas.  While in Dallas, he became interested in using the principles of corporate finance in personal financial planning and investment analysis.  Jeff later moved back to the Philadelphia area where he started his own financial planning firm.  He became a Certified Financial Planner.   Jeff has a Master in Taxation degree from Villanova University.    In his free time, he enjoys working out at the gym, biking, swimming and being with his family.

NAPFA Start Date

March 13, 1995


This Office

333 E City Ave Ste 300 Bala Cynwyd, PA 19004-1512 Phone: (800) 504-5040