A private wealth group

 

Our team

As a team, we are dedicated to serving clients as thought leaders and active investment advisors. Our personalized service offers a customized set of solutions and guidance in today’s uncertain times. We provide insight and implementation strategies for the recommendations we make to you.

Our values

We know that the information and advice we provide over time can make a valuable difference as you pursue your goals and embrace the future. Our guiding principles and approach are highlighted in our management of your specific plan and objectives.

Our delivery

Most importantly, our personalized service can provide guidance in aspects of asset management as well as liability management. As a team, we have a commitment to professional competency as evidenced by our team’s CIMA®, CPWA®, CFP® and CEPA designations. We are capable of incorporating retirement, tax considerations, transitional wealth, savings, growth and charitable planning into a plan tailored specifically for you. Backed by the broadest selection of resources from within RBC Wealth Management and our external partners, we help you manage your plan and adapt over time. Our focus is you.

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2024 as a Best-in-State Wealth Management Team. 

Proud to work with nationally recognized teammates

At Randolph Wealth Management Group, we are very proud that Financial Advisor John Randolph was named a Forbes Best-In-State advisor in 2023 and 2024. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, John!

At Randolph Wealth Management Group, we are very proud that Financial Advisor Ben Leistikow was named a Forbes Best-In-State Top Next-Gen Wealth Advisor in 2024. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Ben!

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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Disclosures

The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2024 Forbes "Best-In-State Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor based on qualitative criteria such as: best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2024 Forbes “Top Next-Gen Wealth Advisors Best-in-State” award was announced August 2024. Data as of 3/31/2024. Forbes/SHOOK considered advisors born in 1985 or later with a minimum 4 years’ experience. Ranking is based on telephone and in-person interviews, professional credentials, advisor’s compliance records, firm recognition, and assets under management. Investment performance was not considered; and this ranking is not indicative of future advisor performance or any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients.   For more information, visit www.SHOOKresearch.com.

John Randolph is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, KS, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, WA, WI, WV, WY. California Insurance License # 0H89901.

John Randolph, NMLS # 1819859, Ben Leistikow, NMLS # 1819857, and Mark Brenna, NMLS # 1592870 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Ben Leistikow is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, KS, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, WA, WI, WV, WY. California Insurance License # 0K52603.

Mark Brenna is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, KS, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, WA, WI, WV, WY.

Elizabeth Gustafson is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, KS, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, WA, WI, WV, WY.

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