Westport Wealth Advisor Earns Top Rankings from Forbes & Barron’s

By RDM Financial Group on May 14, 2024

Westport, Conn. – May 14, 2024 — RDM Financial Group (RDM), a respected advisory team based in Westport, CT, manages a portfolio exceeding $1 billion in assets and specializes in crafting tailored financial solutions for individuals, families, and businesses. RDM is proud to announce the recognition of its Managing Director and Partner, Jeffrey L. Corliss, as a 2024 Best-In-State Wealth Advisor in Connecticut by both Forbes and Barron’s.

Ranked by Barron’s for the 16^th consecutive year, RDM Financial Group also secured their ranking on Forbes’ Best-In-State List for the 6th year running. This acknowledgement underscores RDM Financial Group’s unwavering dedication to excellence throughout its three-decade presence in the Westport community since 1991.

Grateful for the honor, Jeffrey Corliss attributes his achievements to the trust and support of clients and the collaborative efforts of the RDM Financial Group team. “I owe immense thanks to my team, whose dedication and collaboration make our clients’ aspirations a reality.”

Corliss has over 35 years of experience in the financial services industry and holds esteemed designations, including Certified Financial Planner®, Chartered Life Underwriter®, Chartered Financial Consultant®, and Chartered Advisor for Senior Living®, along with licenses including Series 7, 24, 53, 63, and 65.

RDM Financial Group offers a client-first approach, backed by a strategic partnership with Hightower Advisors, providing access to top-tier products and solutions without proprietary bias. RDM’s progressive concierge model helps ensure transparent and customized financial solutions supported by robust research and technology.

RANKING QUALIFICATIONS

Barron’s Best-In-State ranking is based on data provided by approximately 6,000 of the most productive advisors in the U.S. The ranking factors a firm’s assets under management, revenue, regulatory record, quality of practice, and philanthropic work for its ranking.

Forbes’ Best-In-State ranking is based on research from Florida-based institute, SHOOK Research, which uses financial data and interviews from candidates who were nominated by their firms as benchmarks for their ranking. The over 7,000 advisors on the list collectively manage nearly $11 trillion in assets.

ABOUT RDM FINANCIAL GROUP

RDM Financial Group offers financial concierge services such as estate and transfer planning, retirement planning, investment solutions, asset and accounting services, and risk management. It provides personalized financial planning services to businesses and individuals in the Westport area. Through its approach, RDM delivers value by helping clients create a life well lived. For more information about these awards, please visit Forbes and Barron’s award pages or read Hightower Advisors’ press release. To learn more about RDM Financial Group, please visit their website.

Disclaimer:

RDM Financial Group is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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