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 30 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 – 2024, 2023, 2022, 2021, 2020, 2019, 2018 🏆 Forbes Top Wealth Advisors List - 2019, 2018, 2017, 2016 🏆 Barron's Best-In-State Wealth Advisors List – 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.