How To Invest Rdm Money

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Your Financial Future. Our Fiduciary Commitment.

Our Mission

Our goal is to make a meaningful, positive impact on your financial future. We create a clear, all-encompassing path and help you navigate from the present to your goals and your dreams. We work together as a highly trained, sophisticated team of financial, tax, trust, investment and administrative professionals aiming to improve your current and future financial circumstances.

Why Choose RDM Financial Group?

We offer a concierge-level wealth management experience: a personalized, meaningful client-advisor relationship coupled with the resources to ascertain an appropriate asset allocation and select client-centered vehicles suited to our clients' current and future needs. Powered by sophisticated technology and investment platforms, we leverage access to top-tier resources, products and solutions to help meet the ever-evolving needs of sophisticated investors. We are skilled at taking the mystery out of investing, managing risk, preparing for retirement and looking after your wealth.

A Strategic Partnership at Scale

For 35 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.

Our Fiduciary Commitment

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.

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.

Industry Recognition

RDM Awards & Accolades

FORBES TOP WEALTH ADVISORS LIST

- 2018, 2017, 2016

FORBES BEST-IN-STATE WEALTH ADVISORS LIST

- 2021, 2020, 2019, 2018

BARRON'S BEST-IN-STATE WEALTH ADVISORS LIST

- 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009

BARRON'S AMERICAS TOP 100 INDEPENDENT ADVISORS LIST

- 2021, 2019, 2017, 2011, 2010, 2009, 2008, 2007

BARRON'S TOP 100 BROKERS LIST

- 2005, 2004

FINANCIAL TIMES FT300 LIST

- 2018

Contact Us

Let's get acquainted

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

505 Fifth Ave
14th Floor
New York , NY 10017

Office: (212) 682-2200