Brian E. Randolph
Managing Principal
CA License #0M44428
Recognized as a 2019 Best in State Wealth Advisor by Forbes, Brian is dedicated to
offering you trusted advice and exceptional service as he helps you build, maintain,
and manage your assets. Brian specializes in retirement planning, as well as
financial and wealth preservation strategies for successful individuals, families,
and business owners.
Brian began his career as a Wealth Plan Designer with the Sierra Group in Hartland,
Michigan. He gained additional experience as a Senior Financial Consultant at
Integrated Financial Strategies in Ann Arbor, Michigan before joining A.G. Edwards
(a predecessor firm of Wells Fargo Advisors). Prior to starting his career in
financial services, Brian worked as an engineer for Wade-Trim/Associates in Taylor,
Michigan.
Brian earned his Masters of Business Administration (MBA) with a concentration in
finance from Purdue University in 2004 as well as a Bachelor's of Science in
Engineering (BSE) degree from the University of Michigan in 1998. Away from the
office, Brian enjoys spending time with his wife Shannon and daughter Ella, and
playing hockey.
The Forbes Best in State Wealth Advisor ranking algorithm is based on industry
experience, interviews, compliance records, assets under management, revenue and
other criteria by SHOOK Research, LLC, which does not receive compensation from
the advisors or their firms in exchange for placement on a ranking. Investment
performance is not a criterion. Please click here to see the full ranking.