RONALD D WEINER AND ASSOCIATES, INC.
DELRAY BEACH, FLORIDA

Our team has broad knowledge and deep experience managing investments (many of us come from the institutional divisions of major brokerage firms). Our areas of proficiency include taxes (CPA and accounting degrees), financial planning (three CFPs), risk management analysis (CLU, ChFC), experience in family office needs, and decades of astute financial administration.  Ronald Weiner is the Managing Director and Partner of RDM Financial Group at HighTower. With a deep background in wealth and investment management, Ron has been helping clients achieve financial independence and reach their goals for more than 40 years. Ron specializes in the development and implementation of custom financial strategies for individuals, families and businesses. He helps clients crystalize their long-term objectives and works with their attorneys, CPAs and other professionals to align with the client’s needs and goals. Prior to joining HighTower, Ron established RDM Financial Group in 1990. Ron has previously served in various senior level positions, including Senior Vice President of the Retirement Group at Cowen and Company, and Creator and Director of the Financial Planning Department of Oppenheimer & Company. Ron often appears on CNBC and Fox Business News, and he has been quoted in financial publications, including The Wall Street Journal, CNBC.com, MarketWatch, Reuters and Forbes. Ron is a founding member of the South Palm Beach County Foundation; an impact investing community foundation focused on venture philanthropy serving residents, businesses and organizations. Our team has broad knowledge and deep experience managing investments (many of us come from the institutional divisions of major brokerage firms). Our areas of proficiency include taxes (CPA and accounting degrees), financial planning (three CFPs), risk management analysis (CLU, ChFC), experience in family office needs, and decades of astute financial administration.  Ronald Weiner is the Managing Director and Partner of RDM Financial Group at HighTower. With a deep background in wealth and investment management, Ron has been helping clients achieve financial independence and reach their goals for more than 40 years. Ron specializes in the development and implementation of custom financial strategies for individuals, families and businesses. He helps clients crystalize their long-term objectives and works with their attorneys, CPAs and other professionals to align with the client’s needs and goals. Prior to joining HighTower, Ron established RDM Financial Group in 1990. Ron has previously served in various senior level positions, including Senior Vice President of the Retirement Group at Cowen and Company, and Creator and Director of the Financial Planning Department of Oppenheimer & Company. Ron often appears on CNBC and Fox Business News, and he has been quoted in financial publications, including The Wall Street Journal, CNBC.com, MarketWatch, Reuters and Forbes. Ron is a founding member of the South Palm Beach County Foundation; an impact investing community foundation focused on venture philanthropy serving residents, businesses and organizations. Our Mission Our goal is to provide a meaningful, positive impact on our clients’ financial futures by creating and navigating a clear, all-encompassing path to achieving their financial objectives. With more than 300 years of combined financial, tax, trust, investment and administrative expertise, we have both the knowledge and sophisticated capabilities to truly enhance our clients’ current and future financial circumstances. Successfully navigating all aspects of your financial life is analogous to solving a Rubik’s Cube. Every turn effects other parts of the overall planning and execution. With financial success comes the need to efficiently coordinate what is often multiple financial goals (wealth accumulation, retirement income, legacy planning, etc.) through a maze of tax, legal and investment possibilities. It can be a daunting task to understand, develop and implement effective, long-term strategies that align with your objectives and prepare you for the future. Our process of detailed organization, analysis and modeling both the short- and long-term effects of your current situation will often expose inefficiencies and outright flaws in your plan. We, in essence, “tee up” all this information, which allows for proper allocation and investment selections while simultaneously working with your tax and legal professionals to provide greater clarity now and going forward. Just as importantly, we have the knowledge and experience to identify the need for specific changes as time, health, or other financial circumstances change. We are with you every step of the way. For 26 years, RDM Financial Group has been an industry-acknowledged leader in the client–centered, independent advisor space. To expand our scope and offerings, RDM is now in partnership with HighTower Advisors, LLC.  HighTower is acknowledged as an industry-leading financial services firm. It allows RDM to offer a scalable platform that blends objective wealth management advice with sophisticated technology. We are dedicated to transparency in wealth management. Both HighTower and RDM are fiduciaries. A fiduciary manages the assets of another person according to standards of trust, confidence and legal responsibility. As stated in the Investment Advisors Act of 1940, advisors must place the interest of clients before their own to provide the “best advice.” In this spirit, both RDM and HighTower’s legal and fiduciary obligation to our clients forms the foundation of all that we do. Ultimately, our clients enjoy the confidence that comes from knowing their money is working for them – not for us. HighTower’s size and scale allow every RDM client access to high-quality investment products and solutions from top investment firms, all of which compete for our business. We pass the price savings we negotiate directly on to our clients. Furthermore, we do not manufacture or sell propriety products, create our own investments or engage in any other commercial activities. We are truly client-focused.