R. David Williams
Founder and President
Dave Williams is President and founder of the Indianapolis-based RDW Financial Group. Dave’s passion for wealth management comes from his desire to help clients achieve their life goals. He leverages over 25-years of experience and background in Finance to help create comprehensive financial plans for his clients.
Dave is a graduate of Indiana University with a BS in Finance. For his clients, Dave believes that “Knowledge is Power” which is why his office has a Learning Center where he teaches his clients some of the best ways to help navigate through a successful retirement, with an emphasis on minimizing taxes, creating lifetime income blueprints, and legacy planning. He focuses on risk management and teaches clients how to help manage, control and minimize key risks.
Dave was awarded “Advisor of the Year” by Retirement Advisor Magazine in 2009 (formerly known as Senior Market Advisor Magazine). The Indianapolis Monthly also named him “Five Star Wealth Manager” for overall satisfaction in 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, and 2010, an award given to service professionals who provide exceptional service to their clients based on research with peers, advisory firms, regulatory groups and most importantly, consumers.