A complete list of active advisors currently associated with Randolph Elder, CFP

Warmer can help you find a great advisor at Randolph Elder, CFP or one who fits your needs even better.

Randolph Elder, CFP serves primarily individual clients and also works with pension plans, businesses, charities, trusts and estates, providing investment management, financial planning and portfolio oversight. Services include portfolio construction using stocks, bonds, mutual funds and ETFs, retirement and estate planning, and written financial projections delivered annually or as needed. The firm’s approach is customized and long term with an emphasis on capital preservation and moderate growth, employing both fundamental and technical security analysis and diversification across asset classes and sectors. Accounts are typically managed on a discretionary basis after assessing each client’s goals and risk tolerance, with daily monitoring of managed accounts and annual reviews of financial planning work. What is distinctive is that Randolph Elder is also licensed as an insurance agent and receives commissions for placing insurance products for a limited number of clients while otherwise operating as a fee-based investment adviser, reporting that insurance work consumes under 5% of his time. The firm notes adherence to the Financial Planning Association code of ethics (while not an FPA member), provides written financial projections, and uses third‑party custodians rather than taking custody of client assets.

To learn more about the advisors currently working at Randolph Elder, CFP, 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.