Westport Financial Advisor Receives Barron's & Forbes Honors

Press release from Gregory FCA:

March 26, 2021

RDM Financial Group at Hightower (RDM), a financial advisory practice headquartered in Westport, Connecticut, with additional offices in South Florida and New York, is proud to announce that Jeffrey Corliss, managing director and partner, has been included in the Forbes “Best-in-State Advisor List 2021,” as well as Barron’s “2021 Top Advisor Rankings by State”, a list of the top 1,200 wealth advisors in the United States.

“It’s an honor to be included on Barron’s and Forbes lists of distinguished advisors again this year,” says Corliss. “Recognition by these two prestigious publications not only reflects our current commitment to helping our clients reach their financial goals, but shows that we can strive to continue addressing the evolving needs of our clients.” At RDM Financial Group, Jeffrey Corliss specializes in creating highly personalized, comprehensive wealth plans for HNW/UHNW individuals and families.

Both awards highlight the top-performing advisors in each state. The Barron’s list is determined by reviewing over 4,000 of the country’s most productive advisors, including factors like assets under management, revenue, regulatory record, quality of practice and philanthropic work. The
Forbes list is compiled using third-party research that considers revenue trends, assets under management, compliance records, industry experience and best practices and approach to working with clients.

Corliss has previously been honored on Barron’s “2020 Top 1200 Advisor List” and the Forbes “2020 Best-In-State Wealth Advisors” lists.

This press release was produced by Gregory FCA. The views expressed here are the author's own.