Managing wealth in today’s market is complex. At RDM Financial Group, we offer a concierge-level financial planning experience. Imagine a personalized, meaningful, client-advisor relationship coupled with the latest resources to create customized plans.
We’ll work with you to develop a plan that supports your dreams, needs and financial independence.
Our holistic approach begins with getting to know more about you because the real value in what we do is not found in the numbers, but in the lives we transform. We integrate your current priorities, uncover any inefficiencies and identify an action plan so you feel more confident and informed about your financial future.
Our clients seek our advice for a wide variety of concerns. Whether it is assisting with trust work, providing advice on the sale or acquisition of a business, gifting, cash management, post-retirement issues, or simply addressing asset allocation needs, we will make recommendations on how to move forward.
Our team’s strengths and specialties include financial planning, risk management analysis, investments, experience in family office needs and decades of astute financial administration.
Most importantly, you’ll find that our team upholds and exemplifies values of trust, financial stewardship and excellence in client service.
- Forbes & Barron's 2025 Best-In-State Wealth Advisor
- Visit our website: www.rdmfinancial.com
- Follow us on LinkedIn: www.linkedin.com/company/rdm-financial-group
Phone:
(203) 255-0222
Location:
10 Wright Street, 1st Floor
Westport, CT 06880
Email:
rdm@rdmfinancial.com
Securities offered through Hightower Securities, LLC. Registration as an investment adviser does not imply a certain level of skill or training. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment Adviser.
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