Brian E. Randolph

Your Goals and Dreams, Our Guidance

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BR Wealth Management Brian E. Randolph

Boise, ID

Serving Clients Nationwide

Your Goals and Dreams, Our Guidance

3 Certified Advisor Reviews™

5 out of 5 Stars

Jump to Reviews

208-258-2540

Website

Areas of Focus

Caregiving for Parents
Family and Money
Financial Life Planning
Investment Management
Business Owners
Retirement Planning
Socially Responsible Investing
Taxes
Women & Wealth

About Brian E. Randolph

Brian Randolph is the Managing Principal and co-founder of BR Wealth Management. He leads the firm’s mission to help families craft tailored, tax-efficient plans for retirement income and multi-generational wealth transfer.

Recognized multiple years as a Best in State Wealth Advisor by Forbes, Brian currently holds the Tax Planning Certified Professional (TPCP®) and Accredited Asset Management Specialist (AAMS®) designations and is a former Certified Divorce Financial Analyst (CDFA®). Brian was also recognized by the Idaho Business Review for Excellence in Finance in 2024.

Before founding BR Wealth Management, Brian began his career with positions at Sierra Group and Integrated Financial Strategies in Michigan. He later joined A.G. Edwards (a predecessor firm of Wells Fargo Advisors). Before starting his career in financial services, Brian worked as an engineer for Wade-Trim/Associates in Taylor, Michigan.

Brian earned his Master's 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. His foundation in both engineering and finance gives him a unique perspective on problem-solving as clients navigate the complexities of wealth management.

Away from the office, Brian enjoys spending time with his wife Shannon and daughter Ella, and has a wide variety of interests, including culinary pursuits, such as adult hockey leagues, travel, skiing, golf, and other seasonal activities.

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.

The Idaho Business Review Excellence in Finance awards program is based on community-nominated professionals from Banking, Corporate, Educator, and Investment Finance fields. Industry experience, interviews, reputation, and other criteria are considered by Idaho Business Review, which does not receive compensation from the advisors or their firms in exchange for consideration or award. Investment performance is not a criterion. Please click here to see the full ranking and for more information.

Primary Location

380 E. Parkcenter Blvd, Ste. 205 Boise, ID 83706

Meeting Options

Video Conference
In-Person
Phone

Book Intro Call

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 Disclosure

Who 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

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review

By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

5 Stars

✅ Wealthtender Certified Advisor Review™

Jul 7, 2026

Brian and his staff answer clearly any question we ask. He is very patient with our senior slowness to communicate, and makes us feel welcome any time we make an appointment to see him. We trust his decisions completely because he has made a good profit for us and considered the tax consequences of those decisions.

Relationship to Financial Advisor: Client as of Jul 7, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Joan Edwards

5 Stars

✅ Wealthtender Certified Advisor Review™

May 27, 2026

I’ve had a great experience with Brian and Brooke at BR Wealth Management. They’re professional, knowledgeable, and provide thoughtful financial planning guidance. I highly recommend them.

Relationship to Financial Advisor: This reviewer has never been a client.

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Karen Warner

5 Stars

✅ Wealthtender Certified Advisor Review™

May 9, 2026

My wife and I recently worked with Brooke and Hailey at BR Wealth Management on a complex Roth conversion strategy, and we could not be more pleased with the experience. They both demonstrated exceptional knowledge, professionalism, and attention to detail throughout the entire process.They took the time to clearly explain our options, answer every question, and guide us through each step with confidence and patience. What initially felt overwhelming became manageable because of their expertise and personalized approach. The result was a well throughout step by step multi-year plan that will enable us to reach our financial objectives.We especially appreciated how thorough and responsive they were in coordinating the financial and tax considerations involved in our conversion strategy. It gave us tremendous peace of mind knowing we were working with professionals who genuinely cared about helping us make the best long-term decisions for our family and legacy planning.We highly recommend BR Wealth Management to anyone seeking knowledgeable, trustworthy, and client-focused financial guidance.

Relationship to Financial Advisor: Former Client

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Joe Austin

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Get answers to frequently asked questions regarding the services offered by Brian E. Randolph View Disclosures

FAQs

What specialized services do you offer to clients who are women?

There is more opportunity today than ever before for women to gain financial independence, yet the road there is still laden with obstacles. A longer lifespan than men may be compounded with lower earning power, higher lifetime health care costs and unplanned breaks from work. Women have an inherent arsenal of skills to make them well-suited for investing, in our opinion, and may even lend an upper hand in the long-term. We believe the key is working with an advisor to improve financial literacy, address budgetary shortcomings and realize innate strengths. Learn How We Serve Women

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.