RDM Financial Group, based in Boca Raton, FL, is a client-centered wealth management firm that prioritizes personalized financial planning strategies for multi-generational families, retirees, business owners, and inheritors. With over 30 years of industry experience, RDM partners with Hightower Advisors to offer transparent and fiduciary-driven services, ensuring clients' interests are always put first.
Through their progressive concierge model, RDM leverages sophisticated technology and independent research to deliver customized solutions, including wealth transfer, retirement planning, business services, and risk management. As a trusted advisor, RDM does not engage in commercial activities, providing clients with access to high-quality products and solutions from top firms while maintaining a focus on creating a life well-lived for each individual.
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