RDM Financial Group is an experienced group of financial planners and investment professionals with offices in Westport, CT, Boca Raton, FL and New York City. Managing wealth in today’s market is complex. We create customized financial plans with your individual needs in mind.
At RDM, we believe that wealth is about more than just money. It’s about the freedom to live your best life – finding a balance between your personal well-being and your finances – “well-th. rebalanced.” Our team of financial, tax, trust, and investments professionals can help you define an achievable, measurable path to help you reach financial independence.
RDM Financial Group’s team is led by Jeffrey L. Corliss, MBA, CFP®, ChFC®, CLU®, CASL®. Corliss brings over 37 years of industry experience across the spectrum of financial services, investment and wealth management.
RDM Financial Group is built upon principles of integrity, trust, steadfast client service, and a holistic wealth planning philosophy.
Industry Recognition:
🏆 Forbes Best-In-State Wealth Advisors List
– 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018
🏆 Forbes Top Wealth Advisors List
- 2019, 2018, 2017, 2016
🏆 Barron’s Best-In-State Wealth Advisors List
– 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015
🏆 Barron’s America’s Top 100 Independent Advisors List
– 2021, 2019, 2017
🏆 Financial Times FT300 List
- 2018
Services:
- Investment Solutions
- Retirement Planning
- Business & Family Planning
- Estate & Transfer Planning
- Asset Aggregation & Research Tools
- Risk Management
Learn more about us at www.rdmfinancial.com.
(203) 255-0222
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.
Company Details
- Employees
- 21
- Founded
- -
- Address
- 10 Wright St, Westport,connecticut 06880,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.rdmfinancial.com
- HQ
- Westport, Connecticut
Rdm Financial Group At Hightower Questions
Rdm Financial Group At Hightower's website is http://www.rdmfinancial.com
Rdm Financial Group At Hightower's LinkedIn profile is https://www.linkedin.com/company/rdm-financial-group
Rdm Financial Group At Hightower has
21 employees.
View email and phone details for 21
employees at Rdm Financial Group At Hightower.
Rdm Financial Group At Hightower's industry is
Financial Services
Rdm Financial Group At Hightower's top competitors are
Mojave Water Agency,
Citi,
Hightower Wealth Advisors | St. Louis,
Csmfo California Society Of Municipal Finance Officers,
Hightower Advisors,
Rutgers Economics Society,
Dyer Wolf Consulting,
Connecticut Society Of Cpas (Ctcpa),
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Spr Advisory.
Rdm Financial Group At Hightower's categories are Financial Services
Rdm Financial Group At Hightower's founding year is 1990
