LinkedIn IconFacebook Icon Twitter Icon


RDM Financial Group provides a broad range of services to support you and your goals. We’ll gain an understanding of your short- and long-term financial aspirations and create customized solutions to help fulfill your needs. Learn more about the investment, estate planning, and retirement services our team offers.


• Portfolio management
• Alternative investments
• Stock options/restricted stock
• Real estate
• M&A
• College funding


• Estate analysis and overview
• Tax minimization
• Charitable gifting
• Beneficiary designations
• Trust and trustee services
• Life insurance consulting


• Cash flow planning
• Withdrawal strategy
• Social security analysis
• Medicare evaluation
• Retirement Account Management – ex: 401(k), 403(b), 457


• Asset aggregation and research tools
• Balance sheet preparation
• Budgeting and spending evaluations
• Cash flow monitoring and reporting


• Cash management
• Investment banking
• Business succession/asset sales
• Key man and other insurance assistance
• Business valuation services


• Life insurance
• Long-term care insurance
• Disability insurance

Stay Organized with RDM’s New Client Portal: Well-th View

A secure, 360-degree view of your financial picture. An intuitive client portal designed to provide holistic financial clarity and ease of communication with you.

  • A single, unified access interface to all of your financial data through Well-th View. Securely store all your personal documents in one place.

  • Direct and transparent collaboration with us, including document sharing and note tracking, through the Well-th Vault.

  • A personalized experience designed to provide you with the most relevant insights, information and updates on your financial journey.

RDM Well-th View Image

Contact Our Wealth Planning Team

Learn how to make our practice a part of your story.

Send Email

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

Legal & Privacy
Web Accessibility Policy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is a 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 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.

© 2024 Hightower Advisors. All Rights Reserved.