Brian E. Randolph
Your Goals and Dreams, Our Guidance
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Serving Clients Nationwide
Your Goals and Dreams, Our Guidance
Areas of Focus
- Caregiving for Parents
- Family and Money
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Socially Responsible Investing
- Taxes
- Women & Wealth
About Brian E. Randolph
Recognized as a 2025 Best in State of Idaho Wealth Advisor by Forbes, Brian Randolph 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.
Primary Location
380 E. Parkcenter Blvd, Ste. 205 Boise, ID 83706
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above for multiple ways you can get in touch to schedule an introductory call or meeting. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About BR Wealth Management
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.You are well worth it
Our focus is centered around putting the client’s needs first, and we go the extra mile to engage them and understand their needs. It seems like a no-brainer, but at our core, we care about doing what’s right for you. This means we are committed to always being transparent and flexible as we deliver comprehensive, objective advice and solutions tailored just for you.
Conversations like you have never heard
It is only natural to begin our relationship with a conversation where we ask key questions that stretch beyond investments and dig deep into your financial goals, obstacles and preferences. The conversation then turns into action when we build comprehensive, goal-based plans that are tailored to your total financial picture. You are kept completely involved in the decision-making process while we provide transparency on pricing and value.
A high value on service and experience
Our commitment to serving your financial needs is a consistent priority, and is built on promptness and professional attention. Our knowledgeable and informed team comes complete with expertise and insight on countless wealth-related issues. We promise to have ongoing dialogue to keep you on track toward your financial goals, while allowing for necessary flexibility as markets or your needs change.
Education
Purdue University, Daniels School of Business, MBA, Finance | University of Michigan, College of Engineering, BSE, Civil & Environmental Engineering
Hobbies and Interests
- Family
- Hockey
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Widow
- Women in Transition
- Women’s Finance
- Young Families
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FAQs
FAQ Disclosures
BR Wealth Management provides investment advisory services and is licensed to provide investment advisory services through Beto Financial Group, LLC, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through BR Wealth Management, a Registered Investment Advisor. Private Client Services and BR Wealth Management are unaffiliated entities.
