Our Mission

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. We work together as a highly trained, sophisticated team of financial, tax, trust, investment and administrative professionals aiming to improve our clients’ current and future financial circumstances.

Why RDM?

Successfully navigating all aspects of your financial life is analogous to solving a Rubik’s Cube. Every turn effects other parts of the overall planning and execution. With financial success comes the need to efficiently coordinate what is often multiple financial goals (wealth accumulation, retirement income, legacy planning, etc.) through a maze of tax, legal and investment possibilities. It can be a daunting task to understand, develop and implement effective, long-term strategies that align with your objectives and prepare you for the future. Our process of detailed organization, analysis and modeling both the short- and long-term effects of your current situation will often expose inefficiencies and outright flaws in your plan. We, in essence, “tee up” all this information, which allows for proper allocation and investment selections while simultaneously working with your tax and legal professionals to provide greater clarity now and going forward. Just as importantly, we have the knowledge and experience to identify the need for specific changes as time, health, or other financial circumstances change. We are with you every step of the way.
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A Strategic Partnership

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.

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Our Fiduciary Commitment

We are dedicated to transparency in wealth management. Both HighTower and RDM are fiduciaries. A fiduciary manages the assets of another person 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 to provide the “best advice.” 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.
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Investment Access

HighTower’s size and scale allow every RDM client access to high-quality investment products and solutions from top investment firms, all of which compete for our business. We pass the price savings that HighTower negotiates directly on to our clients. Furthermore, we do not manufacture or sell propriety products, create our own investments or engage in any other commercial activities. We are truly client-focused.
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Progressive and Authentic

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. 

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Industry Recognition

RDM Awards & Accolades

Forbes Top Wealth Advisors List – 2019, 2018, 2017, 2016

Forbes Best-In-State Wealth Advisors List – 2020, 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 – 2019, 2017, 2011, 2010, 2009, 2008, 2007

Barron’s Top 100 Brokers List – 2005, 2004

Financial Times FT300 List - 2018