Our goal is to provide a meaningful, positive impact on our clients’ financial futures by creating and navigating a clear, all-encompassing path to achieving their financial objectives. With more than 300 years of combined financial, tax, trust, investment and administrative experience, we have both the knowledge and sophisticated capabilities to aim to enhance our clients’ current and future financial circumstances.
For 29 years, RDM Financial Group has been an industry-acknowledged leader (see Industry Recognition section, below) in the client–centered, independent-minded advisor space. To expand our scope and offerings, RDM is now in partnership with HighTower Advisors, LLC, enabling RDM to offer a scalable platform that blends objective wealth management advice with sophisticated technology.
Our sophisticated technology and flexible infrastructure supports the work that we do on behalf of our clients. Our transparent approach reflects our commitment to client service and care. We use an investment process that is fully supported by our own independent research, due diligence and investment decision-making.
Forbes Top Wealth Advisors List – 2018, 2017, 2016
Forbes Best-In-State Wealth Advisors List – 2019, 2018
Barron’s Best-In-State Wealth Advisors List – 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009
Barron’s America’s Top 100 Independent Advisors List – 2017, 2011, 2010, 2009, 2008, 2007
Barron’s Top 100 Brokers List – 2005, 2004
Financial Times FT300 List - 2018