Liberty Twnshp, OH Office

RDA Financial Network serves individual investors (including high‑net‑worth clients) as well as institutional clients such as employer‑sponsored retirement plans, pensions, corporations, trusts and profit‑sharing plans. The firm offers investment management, financial planning and consulting, retirement‑plan advisory services (including ERISA 3(38) discretionary services), sub‑advisor relationships, a wrap fee program, and a model‑portfolio offering for other advisers.

The firm combines discretionary portfolio management, third‑party sub‑advisors and proprietary strategies—ranging from quantitative/algorithmic models to fundamental long‑term and shorter‑term tactical approaches—under oversight from a Wealth Management Committee. Consistent with many multi‑team advisers, RDAFN charges percentage‑of‑AUM advisory fees, provides ongoing account reviews and performance reporting, and uses third‑party custodians and technology platforms to execute and administer accounts.

What is less common for a firm of this size is that some of its investment advisor representatives maintain separate licenses to provide legal or accounting services, and the firm actively provides fiduciary plan‑sponsor services for employer plans—arrangements that create additional service channels and require careful conflict‑of‑interest disclosures. RDAFN also operates a Model Portfolio Advisor Program for other RIAs and functions as a distributed adviser network with multiple DBAs across its offices, distinguishing its structure from single‑office practices.