About Our Firm

At RDG Capital Management, as fee-only advisors, we adhere to fiduciary standards, guiding clients toward their financial goals with integrity.

About RDG Capital Management


We built RDG Capital Management to eliminate the frustration of business owners juggling disconnected advisors and missing opportunities. As experienced leaders, we’ve seen how fragmented guidance can hinder success. We ditch the one-size-fits-all approach, offering clarity, transparency, and true partnership. Our goal: simplify the complex, cut through the noise, and deliver actionable strategies that put you in control of your financial future

At RDG Capital Management, as fee-only advisors, we adhere to fiduciary standards, guiding clients toward their financial goals with integrity.

Mission Statement


Our mission is simple: eliminate the noise and build strategies that are tailor-made for you, not just the industry standard.

To disrupt the financial advisory world with personalized strategies that break the mold. We bring all the experts you need under one roof — your tax advisor, estate planner, financial advisor, and more — into one room to create a unified, no-hassle strategy that covers your entire financial future. If your advisor isn’t already with us, we make sure they’re part of the conversation. All your advisors, all in one place, working together for your success.

Our Purpose


We’re here to rewrite the playbook on financial advising. By simplifying the complex and cutting through the jargon, we deliver holistic, actionable strategies that put you in control of your financial future. Our approach empowers you with the clarity and confidence to make informed decisions that align with your long-term goals.