Meet RDM Financial Group. We’re here to do the best work of our lives with future-focused clients like you. Our group comprises a highly experienced, multi-disciplinary team of financial, tax, trust, investment and administrative professionals.
Everyone at RDM is united by our concierge-level service platform and driven by our core mission. We’re actively building strong relationships between our clients and their financial futures.
Our team has broad knowledge and deep experience in wealth management. Many of us come from the institutional divisions of major brokerage firms. Our areas of proficiency include taxes, financial planning, risk management analysis, financial analysis, experience in family office needs, and decades of astute financial administration.
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
Overview
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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
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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