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 work with a nationally recognized teammate

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!

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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Meet your team

Learn more about the Randolph Wealth Management Group

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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