A complete list of active advisors currently associated with Randall Financial LLC
Warmer can help you find a great advisor at Randall Financial LLC or one who fits your needs even better.
Randall Financial serves individual investors, high-net-worth clients, charitable organizations, and employer-sponsored retirement plans, offering discretionary investment management, ongoing or limited-scope financial planning, estate planning, and retirement plan consulting. The firm operates on a fee-only basis and combines portfolio management for individuals with services for plan sponsors and participants. The firm’s investment process emphasizes asset allocation and modern portfolio theory, using both passive and active vehicles, fundamental and technical analysis, and an option to incorporate socially responsible investing screens when clients request them. Investment management is typically discretionary, with regular (quarterly) reviews and the option to bundle ongoing financial planning with portfolio oversight. Compared with many solo independent advisers, Randall Financial also provides retirement plan management and ERISA 3(38)-style fiduciary services to employer plans and offers educational seminars and speaking engagements for groups on financial topics. The principal holds CFP certification and the firm tailors services to small business owners and plan sponsors, combining business and retirement-plan consulting with individualized client planning.
To learn more about the advisors currently working at Randall Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Albuquerque, NM
| 12
|
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