We get to know you on a personal level before calculating anything about your future.
We help identify and evaluate new opportunities so you can devote your time to the people, causes and activities you care about most.
We work with you to create highly personalized wealth management and financial planning strategies and offer solutions for legacy and wealth transfer, retirement planning, business services, asset and accounting services and risk management.
As fiduciaries, both Hightower and RDM are dedicated to transparency in wealth management. A fiduciary manages assets according to standards of trust, confidence, and legal responsibility. As stated in the Investment Advisors Act of 1940, advisors must place the interest of clients before their own.
In this spirit, both RDM and Hightower’s legal and fiduciary obligation to our clients forms the foundation of all that we do. Ultimately, our clients enjoy the confidence that comes from knowing their money is working for them – not for us.
For over 30 years, RDM Financial Group has been known in the industry as a client-centered, independent-minded advisor. To expand our scope and offerings, RDM partnered with Hightower Advisors. This strategic partnership enables RDM to offer a scalable platform that blends objective wealth management advice with sophisticated technology.
In addition to our concierge-level service model, Hightower’s size and scale work to your advantage. Every RDM client now has access to high-quality products and solutions from top firms. First, Hightower negotiates. Then we pass the price savings directly on to our clients.
What’s more, we do not manufacture or sell proprietary products, create our own investments, or engage in any other commercial activities. We are truly client focused.
Our concierge financial service model is progressive and authentic. We leverage sophisticated technology and built a flexible infrastructure to deliver customized client solutions. It’s a transparent approach fully supported by independent research, due diligence, and multidisciplinary decision making.