How We Work

We offer a concierge-level wealth management experience: a personalized, meaningful client-advisor relationship coupled with the resources to ascertain 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 much of the mystery out of investing, managing risk, preparing for retirement and preserving your wealth.

Our Process

At RDM Financial Group, we thoroughly assess your financial situation for opportunities to add value. We work with you to develop a custom mix of services and solutions to help support your dreams, needs and financial independence. Our financial planning professionals create an individualized planning model for you. This detailed model provides clients with a clear view of most of your major financial, investment and estate planning needs, enabling you to make much more informed, long-term financial decisions.

Needs Assessment

Charting a Course

Monitoring Progress

Due Diligence & Portfolio Construction

Charting a Course

Once we have identified our clients’ goals and issues, we will create a plan for the future. This will be your personalized road map to help achieve your goals.

Due Diligence & Portfolio Construction

Based on your needs assessment and financial plan, we will determine the proper asset allocation for your portfolio. Once that is established, we create the portfolio comprised of the most appropriate investment vehicles. The RDM Investment Committee meets regularly to discuss market trends, individual names, sector weightings and investment manager due diligence. As a result, our entire investment universe is subjected to regular evaluation and review.

Financial Planning Advice and Consultative Services

Detailed Retirement Planning

Asset Allocation

Investment Advisory

Estate Planning


Multi-Generational Planning