About Us

Meet RDM Financial Group. We’re here to do the best work of our lives with future-focused clients like you. Our group comprises a highly experienced, multi-disciplinary team of financial, tax, trust, investment and administrative professionals.

Everyone at RDM is united by our concierge-level service platform and driven by our core mission. We’re actively building strong relationships between our clients and their financial futures.

Our team has broad knowledge and deep experience in wealth management. Many of us come from the institutional divisions of major brokerage firms. Our areas of proficiency include taxes, financial planning, risk management analysis, financial analysis, experience in family office needs, and decades of astute financial administration.

CLU®, ChFC®, CASL®, CFP®
Managing Director

MBA®, CIMC®
Executive Director

CPA, PFS, CFP®
Director

Executive Director

Executive Director

CFA®, FRM 
Executive Director

Executive Director

Manager

Office Manager

Director

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

Legal & Privacy

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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