About Us
Get to Know Your Financial Advisors
Our financial advisory team brings a depth of experience to care for your wealth.
Brian E. Randolph
- Managing Principal
- CA License #0M44428
Brian is dedicated to offering you trusted advice and exceptional service as he helps you build, maintain, and manage your assets…
Brad Wilfong
- Senior Financial Advisor
Brad is devoted to understanding the needs and goals of clients as unique individuals…
Ted Armstrong
- Senior Financial Advisor
Brian is dedicated to offering you trusted advice and exceptional service as he helps you build, maintain, and manage your assets…
Hailey Duncan
- Client Associate
Hailey is an Idaho native, born and raised in the Treasure Valley. She graduated from Boise State University in 2018 with a dual major…
Breanna Byrne
- Operations Manager / Client Experience Coordinator
Breanna, recently moved back to her hometown from North Idaho, has over 8 years of auditing and administrative experience. She has an Assoc…
Benson Laing
- Financial Advisor
Benson was raised in the Treasure Valley and has always felt a strong connection to Idaho. He graduated from Brigham Young University – Idaho with a degree in Business Financ…
Brooke Ramstad
- Senior Financial Advisor, CFP®, CEPA®
Brooke Ramstad is a Senior Financial Advisor at BR Wealth Management, where she helps individuals and business owners navigate the complexities…
We provide tailored wealth planning - while laying the foundation for generations to come.
BR Wealth Management is a Boise, Idaho firm that helps families across the country to craft tailored, tax-efficient plans for retirement income and multi-generational wealth transfer. Our approach relies on a deep understanding of who you are and what you hope for in life. We help you navigate and achieve these goals by delivering fully custom wealth plans designed to make your vision for the future a reality, both in your lifetime and beyond. Our support guides you every step of the way.
Our core purpose is to serve as your trusted wealth partner, delivering personalized advice with your best interests at heart
- Boise, ID fiduciary financial advisors serving clients nationwide
- Provide personalized, client-first services based on your needs
- Takes a comprehensive, tax-efficient approach to wealth
- Years of Experience
Backed by decades of combined industry experience, we provide proactive solutions and informed guidance.
- Independent Team
As a privately owned firm, we serve as your objective partner and prioritize your best interest.
- Full-Service
From refining your portfolio to coordinating your plans, we handle all the details so you can focus on your life.
- Fiduciaries
We serve as fiduciaries for our clients, meaning we are legally and ethically committed to putting your interests above all else.
Helping You Create the Life and Legacy You’ve Imagined
We believe you deserve a trusted financial partner on your personal financial journey, serving as an advocate, guide, and wealth manager. Our goal is to serve as that partner, providing personalized advice and wealth solutions aligned with your hopes and dreams.
Caring for Today’s Needs
As your life evolves, your wealth requires agile planning to ensure your financial strategy can support your needs and wants.
Planning for Tomorrow’s Goals
From retirement dreams to legacy hopes, we work closely with you to develop thoughtful plans aligned with your financial priorities.
Experience Confidence Around Your Wealth
Curious about working with us? Through a complimentary consultation, we look forward to learning about your life, family, and goals, and we’ll share more about our team and how we can help bring clarity and simplicity to your financial journey.
You deserve wealth management centered on you.
You’ve worked hard to build the wealth you have today. Our team is dedicated to safeguarding that wealth through strategies and by going the extra mile to understand your needs. We always deliver comprehensive solutions tailored just for you while serving as a sounding board for all of your wealth decisions, giving you confidence in every choice.
Honest conversations are the basis for great financial planning.
Our relationship begins with conversations that go beyond investments to better understand the values, ambitions and dreams that define your life. Together, we’ll explore your goals, identify potential challenges, and build a thoughtful plan that brings together every part of what you’ve worked hard to create—your assets, your priorities, and your legacy.
A thorough, thoughtful, personalized plan is nonnegotiable.
We’re honored that our clients and their families trust us to manage their wealth. We don’t take that responsibility lightly and continually strive to offer prompt attention, thoughtful guidance, and vetted solutions. Our wealth management approach is designed to be flexible as we continually cater to your life’s changes, present needs, and long-term priorities.
Let Us Streamline Your Wealth Journey
With so many moving pieces, managing your finances can feel overwhelming. Our team is here to help take on your burden while planning for your biggest dreams.
What Our Clients Say
Our investment advisors review clients’ goals, investment experience and risk tolerance, and determine a financial investment plan best suited for each client.
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