The RDM Value: Helping you create a life well lived.
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.
Why Choose RDM Financial Group?
Your Needs Come First
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.
A Strategic Partnership at Scale
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.
Full Access
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.
A Progressive Concierge Model
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.
10 Wright St. 1st Floor
Westport, CT 06880
Office: (203) 255-0222
Fax: (203) 255-5333
Toll free: (800) 899-3219
6501 Congress Avenue
Boca Raton , FL 33487
Office: (561) 393-8500
Toll free: (800) 899-3219
300 Madison Ave, 29th Floor
New York, NY 10017
Office: (212) 682-2200
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
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